Client Wills ChecklistWhen it comes to the subject of Wills and Estate planning, most people fall into one of three categories:

  • Those who don’t have a Will but have been
    thinking about it for some time;

  • Those who have a Will and perhaps also have an Enduring Power of Attorney and Personal Directive but know that they are badly out of date and have been intending to revise those documents for some time;

  • Those who have a current Will and other appropriate Estate related documents such as an Enduring Power of Attorney and Personal Directive (Living Will).

We believe that most people who fall into the first two categories, if properly informed about the implications of either having or not having a current Will, Enduring Power of Attorney and Personal Directive, would not procrastinate any longer. They would make it a priority and get it done.

We also know that most people who feel that this is not something for which you need a lawyer and who attempt the “do-it-yourself” approach, will either spend considerable time trying this approach then give up or they do prepare their own documents but are never completely sure that those “do-it-yourself” documents are adequate for the purpose or will legally “hold up” and not cause problems for their families.

We will be happy to sit down with you and discuss your Estate planning needs in detail whether they be simple or involved. For more information, please click on the Wills Checklist link where you will find a list of all the information which we require from you to begin the process. Our fees are also set out on the checklist. Please call us for an appointment.