Legal Services
Estate Planning Workshops For Older Adults
This Workshop is a great option for people with basic estate planning needs. It is not suited for couples or individuals with complex assets, complex relationships, or complex wishes. The Workshop includes the preparation of a Will, Power of Attorney and Healthcare Directive.
Basic Eligibility Criteria
- 55 +
- No difficulty understanding English
- Net Worth is less than $1,000,000.00
- All assets are in Canada
- All your children are also your spouse's children
- Beneficiaries do not have special needs
Do not attend the Workshop if…
- You are being forced to make a Will or Power of Attorney
- Your ability to remember or understand things could be questioned
- You have specific wishes for complex assets, complex wishes, or have complicated family circumstances
A more detailed Eligibility Form will be provided to participants following registration.
Note:
Incapacity and undue influence can invalidate your Will, Power of Attorney and Healthcare Directive. Assessing a person's capacity and vulnerability takes time. The pace of the workshop does not provide sufficient time to allow the lawyer to do an in-depth assessment of a person's capacity. Any person identified as requiring an in-depth assessment will be required to meet with the lawyer 1-2 more times and will be charged for the extra time at the lawyer's regular hourly rate.
Cost
- Single: $550.00
- Couples: $825.00
A $150.00 discount is available for older adults that have an annual income of less than $40,000.00 and a net worth of less than $200,000.00.
How It Works
The Workshop
During the workshop, a lawyer will provide participants with planning tips on how to best organize their affairs in the event of death or incapacity. Participants will have the chance to ask questions and will be guided through the process of preparing their estate plan. At the end of the Workshop, participants will provide the lawyer with information and instructions which the lawyer will use to prepare a Will, a Power of Attorney, and a Healthcare Directive.
Follow up / Drafting Documents
After the Workshop, the lawyer will call you to confirm your instructions and will draft your documents.
Signing Meeting
Individual signing meetings last 20 minutes and will take place 2 weeks after the workshop. During the signing meeting you will review your documents with the lawyer and sign your documents in the presence of the lawyer.
What if I do not qualify for the workshop?
If you do not qualify for the workshop, then your situation requires additional attention and advice. Reach out to your trusted Wills and Estates lawyer for your estate planning needs.
A & O is pleased to host the estate planning workshop. It does not provide legal and/or tax advice. All workshops are being offered by Taylor McCaffrey LLP.
