We start with a short meeting or call to learn about your family, assets and goals. We’ll discuss whether you need a simple estate plan or more detailed planning (for example, guardianship provisions or trust planning for children).

After this conversation, we provide a clear flat-fee quote so you know the cost before you decide to move ahead.

To keep things organized, we ask you to complete our Wills & Estates Client Package. This secure questionnaire gathers key details we need to draft your documents, such as, full names and contact details for you and your spouse, names of executors, guardians and alternate decision-makers, a summary of your assets and any special gifts you wish to make and your preferences for medical and personal care decisions

Once we have your information, we prepare: your Will (or mirror Wills for couples), your Enduring Power of Attorney (for financial and property decisions) and your Personal Directive (for health care and personal decisions). We customize these to reflect your wishes, Alberta law and the Surrogate Rules. We then send you drafts to review and schedule a follow-up meeting to go through them in plain language.

At your signing appointment, we review each document with you in clear, simple terms, make any final changes on the spot where needed, arrange our witnesses and make sure everything is signed correctly and prepare affidavits of execution and any necessary exhibit stamps. This extra step is what online will kits usually skip, but it’s what makes your Will much easier and faster to use during probate.