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Estate Planning Documents Drafted – Wills, POAs, More (Non-lawyer Serv
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I offer professional, plain‑language assistance preparing key personal planning documents for individuals and families anywhere in Canada (by phone, video, and email).
I help you organize information and prepare clear draft documents you can sign and, if you wish, review with a local lawyer.
Services Offered
I work with province‑appropriate laws and regulations based on your individual needs for:
- Last Will and Testament – from $150
Drafting a clear will that sets out who will administer your estate (executor), who inherits, how minor beneficiaries are protected, and any special gifts or wishes.
- Advance Healthcare Directive / Living Will – from $120
Treatment and end‑of‑life instructions, health‑care wishes, and substitute decision‑maker information, tailored to your province’s terminology (e.g., Personal Directive / Advance Directive).
- Power of Attorney for Property (Continuing/Enduring) – from $150
Document to appoint someone you trust to manage your financial affairs if you become unable to do so. Includes continuing/lasting authority as allowed in your province.
- Personal Directive / Health‑Care Power of Attorney – from $120
Appointment of a trusted person to make personal and health‑care decisions for you if you lose capacity, with your wishes set out in clear language.
-Beneficiary Designation Forms – from $80 per plan type
Assistance completing or updating designation forms for RRSP/RRIF, TFSA, pensions, life insurance, segregated funds, and similar plans so they match your overall intentions.
- Basic Trust Documents (simple situations) – from $250
Drafting straightforward trust wording (e.g., for minor beneficiaries or a simple family trust) coordinated with your will or as a separate declaration, for review with your tax/legal advisor in more complex cases.
Package pricing and discounts are available if you need more than one document at the same time (for example: Will + Powers of Attorney + Personal Directive).
How I Work With You
1. Free initial email/phone discussion – We confirm what documents you need and which province you live in.
2. Information‑gathering – I provide a clear checklist of questions (family, assets, executors/attorneys, guardians, etc.).
3. Drafting – I prepare draft documents in plain language using province‑appropriate formats.
4. Review & revisions – You review, we refine the documents until you’re comfortable.
5. Signing instructions – You receive written instructions on how to sign and witness the documents correctly in your province, so they will be legally effective when properly executed.
All services are provided remotely by email/phone/video, so I can assist clients across Canada.
Why Work With Me
- Experience drafting wills, powers of attorney, directives, and trust‑style clauses in a Canadian context.
- Clear, easy‑to‑read documents instead of confusing legal jargon.
- Patient, step‑by‑step approach – especially helpful if this is your first time doing these documents.
- Fair, transparent pricing agreed before any work begins.
Important Note (Not a Law Firm)
This is a document preparation and information‑gathering service, not a law firm. I do not provide legal advice or represent you in court. For complex estates, significant tax issues, blended families, or business/foreign assets, I strongly recommend having a lawyer in your province review the final documents before signing.
Get Started
Please reply to this ad or email with:
- Your province
- Which documents you are interested in (Will, Power of Attorney, Personal Directive, Living Will, Trust, Beneficiary Designations)
- Whether this is for you alone or you and a spouse/partner
- Your basic timeframe (e.g., “within 2 weeks”)
I’ll respond with a a time and date we can set up a free consultation clear, no‑obligation quote.