Simple Estate Plan - Online Registration

Thank you for choosing our Simple Will and Estate Plan!

By completing the informational form below and scheduling a short, 1 time face-to-face meeting with our lawyer, you will have a legally binding and complete Estate Plan. Your Estate Plan will include a simple (non-complicated) Will, a Personal Directive and Power of Attorney (often referred to as a “Living Will”), all for only $800.00 per couple, or $600.00 for an individual.

The intake form takes approximately 10 minutes to complete, and consists of a series of questions along with helpful explanations of the different parts of the package. Any information you provide us is considered privileged, meaning it is kept strictly confidential and does not leave our firm.

The information you provide is reviewed prior to your meeting with the lawyer. At the face-to-face meeting, the lawyer will answer any questions you might have, take your final instructions, review your estate package with you, and execute the estate package.

If you and your spouse or partner both wish to use this service, please complete a separate form submission for each of you.

Once you have submitted your information, we will contact you to set up an appointment to meet with our lawyer.

Please note that Simple Estate Plan services are intended for people or couples who live in relatively straight-forward, common circumstances. When we meet with you we will assess your situation, including your assets and family situation, and advise if the Simple Estate Plan is right for you.

If you are ready to begin, please complete the form below. Any questions you may have will be answered at the face-to-face meeting.

Name (First, Middle and Last)

Email Address

Address

City or Town

Province

Phone Number (The best one to reach you)

(###)

###

####

Marital Status

Name of Spouse or Partner

If applicable, please provide their full legal name (first middle and last). If not applicable, please leave blank.

If married or common-law, does your spouse wish for us to complete an estate plan for them too?

If married or common-law, how do you refer to your partner?

Children's Details

If you have children (minor or adult), please provide all of their names, cities of residence, and ages, regardless of whether or not you wish to include them in your will. If you do not have children, please leave this area blank.

Simple Will

Personal Representative (Executor)

The Personal Representative (also called an executor) is the person who will be responsible for looking after and distributing your estate. Normally, there will be a 1st choice (the primary) and an alternate, in case the primary cannot act. When choosing your primary and alternate Personal Representatives, you should consider people who are close to you and who you trust to oversee your finances and property. It is recommended that you have a Personal Representative who lives in Alberta. If you want, you can name more than 1 person to have joint Personal Representatives, but it is not recommended to have more than 2 people. Usually 1 primary and 1 alternate are sufficient. If you are married or common-law, we recommend that your spouse/partner is your first choice for Personal Representative as he or she will have the most knowledge about your finances and property. To indicate your spouse/partner as your Personal Representative, you can type in "spouse". If you are appointing someone other than a spouse, please indicate your 1st choice of Personal Representative, including their full name, city of residence, and relationship to you (for example, brother, sister, etc.)

Alternate Personal Representative

Please indicate your choice for alternate Personal Representative in case your first choice is unable to act. Please indicate their full name, city of residence, and relationship to you.

Burial Instructions

You may wish to include these, but it is not necessary to provide burial instructions. If you'd like to include your burial instructions, please choose an option.

Gift to Spouse

If you have a spouse or partner, our simple wills provide that they inherit your entire estate, unless they predecease you. If you have a spouse or partner and do not want them to inherit all of your estate, we will discuss your options with you, and increased costs will apply. If you have a spouse, do you want them to inherit your estate?

Guardian

If you have children under 18, you can name a guardian who will be responsible for your children if you and your spouse pass on. Please provide the name, city and relationship of your proposed guardian (other than your spouse). You can appoint more than 1 guardian if you wish.

Children under the age 18

If you have children under the age 18, you must include your children as beneficiaries. While they are under 18, they are not allowed to take ownership of the gift. It is typical for wills to release the gift to them in stages after they reach 18. How would you like the gifts released to your children? If you do not have children under the age of 18, please choose "Not Applicable".

Other Residual Beneficiaries

Please use this space to provide information for any beneficiaries (other than a spouse and children) you may want to include in your will as a residual beneficiary (someone who receives a percentage of your estate). For each person, include their full names, city of residence and relationship to you (like "friend" or "brother"). This space is intended for people who have a limited number or no immediate family. If you have children and a spouse, you should leave this part blank.

Power of Attorney

First Choice of Attorney

The Power of Attorney names someone to look after your assets, expenses and debts in case you lose mental capacity to do so. If you are married or partnered, typically your spouse or partner is named as your first choice for Attorney. Please indicate the person you'd like to act as your Attorney, including their full names, city of residence and relationship to you.

Alternate Attorney

Please indicate your alternate choice(s) for your Attorney, including their full names, city of residence and relationship to you.

Personal Directive

First Choice of Agent

The Personal Directive names someone to look after your person if you lose capacity, including where you reside, your healthcare and treatment, and your end of life circumstances. Please indicate your first choice(s) of Agent, including their full names, city of residence and relationship to you.

Alternate Agent

Please indicate your alternate choice(s) for your Agent, including their full names, city of residence and relationship to you.

End of Life Provisions

Most Personal Directives include specific instructions about their health care in an end-of-life scenario. Please review the following option(s) and pick which ones best describe your wishes (you can choose more than 1). The lawyer will review these with you in depth at the meeting.

I would like pain medications given to me even if they dull my consciousness and shorten my lifespan

I do not want to be kept alive by artificial means

If there are treatments which have a risk of harm to me, but may help me regain capacity, I want them administered

I have another specific instruction which is not included here

Undecided - I will discuss with you at the meeting

I do not wish to provide any specific instructions