Frequently Asked Questions About Estate Planning and Estate Administration

Below you will find frequently asked questions about estate planning, estate administration and other legal services that we offer. Whether you have questions about estate planning, probate applications, updating your Will, Powers of Attorney, or notarial services – we’ve got answers! Don’t see what you’re looking for? You can contact us with your question by email, or by telephone at (905) 274-5370. You can also follow us on Facebook and Instagram.

As a Notary Public and a Commissioner of Oaths, I offer the following services: – Notarize and Commission documents – Provide notarial Certificates – Certify True Copies – Administer oaths and statutory declarations Same-day service available.  Contact us at (905) 274-5370.

You have experienced the loss of a loved-one.  Everything is spinning and your emotions are frazzled.  There are things that need to be done but you don’t know where to start. When things settle down and you’re ready to move forward, contact me and together we can work through the estate. 

We can assist you with:

– Review/interpretation of the Will
– What to do if there is no Will
– Sale/transfer of real estate, investments, bank accounts and all personal property
– Distribution of estate property/assets
– Liquidation of estate assets (including bank accounts, stocks, bonds, vehicles, firearms, boats, house contents)
– Preparation of estate values, release documents, interim and final distribution documents

I have been both a Solicitor as well as Executor for numerous estates and understand the anxieties of family members and beneficiaries who have lost a loved one.  My goal is to take away your anxieties and get you on the path of healing from your loss. 

We can help you with your Application for Certificate of Appointment (sometimes referred to as Letters Probate).

We are pleased to offer our clients free, on-site parking, right here at the office.

Often times you may not even need my help, but if you do, I can guide you through from beginning to end. Let my experience be your guide.

A Power of Attorney is the document that is only valid while you are alive but are, in some way, incapacitated and cannot look after yourself or your property.  Among many other things, it tells the world who will be looking after you and your property and how you want to be cared for while you are alive. 

There are 2 Powers of Attorney – one for Property and one for Personal Care.  In each document you select a person or persons who will step into your shoes when you are incapacitated and do everything you would do if you were capable, with the exception of making a Will.

A Will is the document that takes effect when you die. Among many other things, it tells the world who will be looking after your estate and your young children, and how your estate is to be distributed.

Under the Power of Attorney for Personal Care, you control how you wish to be cared for if you cannot care for yourself.  Among other things, you may also give instructions dealing with life support if you are terminally ill, whether you agree to blood transfusions, experimental drug treatments or any other specific instructions pertaining to your care.

Living Wills
Many people inquire about a “living will”.  This document is the predecessor to the Power of Attorney for Personal Care.  The “living will” was nothing more than a “wish list” or an instruction document that had no legislative authority.  Without such authority there was no guarantee that it would be followed.

In order to remedy this situation, the government enacted the Substitute Decisions Act, which gave us the Powers of Attorney for.  This legislation provided the authority needed to ensure that a person could specify how they wanted to be cared for when they became incapacitated.  

What I Offer
 Preparing Powers of Attorney for Property and Personal Care
 Providing advice on the duties and responsibilities under a Power of Attorney document

Having a Will gives you control over how you want your estate distributed. It ensures that there are certain people that you do not want to inherit from your estate such as an ex-spouse or a family member you haven’t spoken to in years. Having a Will helps you plan your affairs, and avoids an intestacy (having no Will) where complications may include, among other things, difficulty in locating heirs, your estate not going to those persons you would have wanted but instead it may end up in the hands of an ex spouse or a family member who you dislike or haven’t spoken to in years. It also allows for estate and tax planning.