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Estate Planning


Notaries Authority

Section 18 of the Notaries Act authorizes Notaries to draw and supervise the execution of Wills, Representation agreement, Advance directives and Power of Attorney.

18. A member enrolled and in good standing may do the following:

(b) draw and supervise the execution of wills
(i) by which the testator directs the testator's estate to be distributed immediately on death,
(ii) that provide that if the beneficiaries named in the will predecease the testator, there is a gift over to alternative beneficiaries vesting immediately on the death of the testator, or
(iii) that provide for the assets of the deceased to vest in the beneficiary or beneficiaries as members of a class not later than the date when the beneficiary or beneficiaries or the youngest of the class attains majority;

(e.1) draw instruments for the purposes of the Representation Agreement Act;
(e.2) draw instruments relating to health care for the purposes of making advance directives, as defined in the Health Care (Consent) and Care Facility (Admission) Act;
(e.3) draw instruments for the purposes of the Power of Attorney Act;

Estate Planning

Estate Planning is a process of maintaining and distributing resources that has been entrusted to us for the benefit of people and other organizations. There are several primary tools that will help you in your estate planning: a testamentary trust (will), living will, power of attorney, representation agreement and an advance directive.

When making a will, we should place others ahead of our own interest in the thought process of creating the will.

A testamentary trust might very well be the very last memory your family and friends will have on you. They will remember you for how well you plan and organize your estate. You want to ensure your estate plan is well planned and organized. It should state your final wishes. It should also make a statement about your example of stewardship. Your family members and friends will remember you for that for years to come and future generations will be able to admire your character and faith.

They will remember how well you planned and organized your estate plan. You want to leave your family and friends with a planned and organized estate plan which will make clear your final wishes. It should make a statement about your strong example of stewardship. Your family will remember you for that for years to come and the future generation will be able to admire your character and faith.

To start on your Estate Plan today, please fill out our Wills Questionnaire and return it to us via email or fax. We will contact you to set an appointment for an interview. (Click the button to download)

 Wills Questionaire (PDF)     

 Wills Questionaire (Doc)