Estate planning encompasses many different areas and can become complicated very quickly. What we can do is step back, look at the big picture, and suggest changes that can, hopefully, make the process simpler. If your needs exceed our expertise, we can refer you to other professionals to assist with designing the best possible plan.
Preparing a Last Will and Testament ensures that after you die your assets are distributed according to your wishes. In the absence of a Will the courts may appoint someone to distribute your assets, and they can decide who the beneficiaries of those assets will be. Wills also provide an opportunity to appoint guardians for minor children, indicate your preferences regarding a burial/cremation/service/ceremony after death, and name charities as beneficiaries.
What to Bring to the Appointment
You will need 2 appointments with the notary. The first appointment will be to gather the required information and answer any questions you may have. The notary will ask you a series of questions in order to tailor the document(s) to your specific needs. We then prepare the document(s), and the second appointment will be to review what we have prepared, make any changes if required, and complete the signing.
Please allow for an hour long appointment each visit. We find that when discussing estate planning matters, most appointments take between 45 to 60 minutes.
We will register your Will with the BC Vital Statistics Agency, and we will need to know the specific location where it will be kept (e.g. safety deposit box, home safe, etc.). Please ensure you have a secure, fire-proof place to store your original Will. Your executors will need to be able to access the original, not a copy, when the time comes. If you are using a safety deposit box, we recommend making it joint with your executor or someone else you trust, to ensure it can be accessed when needed. We will provide you with a copy of your Will that you can keep on hand for your reference or to review from time to time.
Do you have questions about the current status of your estate? Or maybe you are an executor and you have questions on how to proceed after a loved one has passed. We can help you by reviewing all current legal documents and assist in making a plan that works for you.
Contact us for a 15 Minute Complementary Review of Existing Legal Documents
|Some Common Estate Issues|
Making funeral arrangements, locating the will, applying for a death certificate.. This process can be long and tiring. Contact us for more information on how we can help or DOWNLOAD THE EXECUTOR TIPS CHECKLIST
The Shipley family is a third generation Victoria family. The last 40 years have been spent in the Gordon Head area of Victoria where both children, Jillyn Shipley and Tim Shipley, were born and raised.