Will and POA Services.
Estate Planning
Drafting and updating Wills tailored to your family and financial circumstances.
Tax-efficient strategies for transferring assets to beneficiaries.
Planning for blended families, minor children, and multi-generational needs.
Asset protection strategies to safeguard your estate for the people you choose.
Coordinating your Will with other estate planning tools, such as trusts and beneficiary designations.
Periodic reviews to keep your estate plan current as your life and assets change.
Guardianship and Trusts
Applications for guardianship of property and guardianship of the person.
Guidance through the capacity assessment process.
Support for families navigating the Ontario guardianship system.
Establishing trusts for minor children or beneficiaries who are not yet ready to manage an inheritance.
Henson trusts and other planning tools to provide for a loved one with a disability.
Trust administration and advice for trustees on their ongoing obligations.
Substitute Decision-Making
Drafting Powers of Attorney for Property to manage your finances and assets.
Drafting Powers of Attorney for Personal Care to manage health care and living arrangements.
Guidance on choosing and preparing the right substitute decision-maker for you.
Clearly defining the scope, limits, and conditions of a decision-maker’s authority.
Renewing and updating Powers of Attorney as your life and circumstances evolve.
Corporate Succession Planning
Structuring the transfer of business ownership to family members, partners, or new leadership.
Integrating your corporate structure with your personal Will and estate plan.
Tax planning strategies for business succession, including estate freezes.
Shareholder and buy-sell agreements to support a smooth transition.
Planning for business continuity in the event of incapacity or death.
Coordinating with your accountant and other advisors for a cohesive succession strategy.
You have the freedom and ability to look after your loved ones.
Why not explore your estate planning options?
Contact Deveau Law today to schedule your consultation.
Affordable, quality Wills + Powers of Attorney by
a lawyer experienced in estate planning.
Getting Started.
Step 1
Client Intake
Easily fill out and submit the secure Client Intake Form from any desktop computer or mobile device (or with help over the phone).
Step 2
Provide Instructions
Schedule a virtual, telephone or in-person meeting with Taylor to thoroughly discuss your estate planning needs
Step 3
Sign Documents
Once satisfied, you will sign your legal documents in front of Taylor and 1 witness, either remotely or in person, your choice.**
**subject to the final determination of DEVEAU LAW, in its sole and absolute discretion, based on Law Society of Ontario requirements for capacity assessment and I.D. verification.
Step 4
Storing Documents
DEVEAU LAW retains an electronic copy of your estate planning documents. You take your original documents home with instructions for safe-keeping and updating in the future.
Ready to get started?
Contact DEVEAU LAW today.
Helpful
Definitions.*
Last Will and Testament (Will)
\ wəl, (ə)l, ᵊl, ˈwil \ noun
A legal declaration of a person's wishes regarding the disposal of his or her property or estate after death.
Power of Attorney
A legal instrument authorizing another to act as your “attorney” or agent with respect to finances and/or personal care.
Certificate of Appointment
The legal process whereby the executor or next-of-kin of the deceased person makes an application to the Ontario Court (formerly known as probate).
Executor
ex·ec·u·tor | \ ig-ˈze-k(y)ə-tər noun
The individual appointed by the testator (person making the Will) to administer their estate, as set out in their Will.
Beneficiary
ben·e·fi·cia·ry | \ ˌbe-nə-ˈfi-shē-ˌer-ē noun
The person designated to receive the income of an estate, life insurance policy, registered investment or other instrument that is subject to a trust (for example, under a Will).
Testate
tes·tate | \ ˈte-ˌstāt adjective
Passed away having left a valid Will (one is intestate if he or she passes leaving no valid Will).
Henson Trust
A discretionary trust that is designed to protect and benefit beneficiaries with special needs and to protect their right to receive income support benefits.
Executor’s Compensation
Money paid from the estate to the executor(s) for his or her work in administering the deceased person’s estate. Executor’s compensation is considered taxable income for the executor.
Basic Will & Power of Attorney Packages.
All pricing is in Canadian dollars and is subject to HST and disbursements.
Individual
$595.00
This package includes:
One-hour meeting to discuss your individual estate planning needs
1 original Will
2 original POA for Property
2 original POA for Personal Care
Detailed draft & review of your documents (and required edits)
Virtual or in-person signing appointment to sign your estate planning documents
Original documents returned to you for safe-keeping + easy access
Electronic records of your planning documents held by Deveau Law for your future access at any time.
Couple
$950.00
This package includes:
One-hour meeting to discuss your individual estate planning needs
1 original Will per spouse
2 original POA Property/spouse
2 original POA Personal Care/spouse
Detailed draft & review of your documents (and required edits)
Virtual or in-person signing appointment to sign your estate planning documents
Original documents returned to you for safe-keeping + easy access
Electronic records of your planning documents held by Deveau Law for your future access at any time.
Add-Ons
Price/Item
Add-on items:
Your needs are unique and that’s great. We have a solution for everyone. See our ADD-ON ITEMS below that can be added to any Basic Package for an affordable fee.
Customize your estate planning to suit your needs and rest easy.
Spousal Trust or Henson Trust ($150/item)
Registered Plan Beneficiary Designations or Insurance Trust Declarations ($150/item)
Primary and Secondary Wills (premium package options available)
Don’t see it listed?
Contact DEVEAU LAW
to discuss the right solution for you.
Let’s work together on your next adventure.
Family is not
an important thing.
It is everything.Michael J. Fox