Personal Planning Document
Will & Estate Planning
Power of Attorney
Representation Agreements
Advance Healthcare Directives
What to bring to the appointment and keep in mind in advance?
Wills
Please bring 2 pieces of ID per person so we may identify you.
Please bring the ORIGINAL of your previous will(s) if you posses one.
Things we need to know during the appointment:
- Executors, who you want to be carrying out your wills. We will also need their Legal name, current address, and relationship to you.
- Assets including, property, banks, stocks, mutual funds, money owed to you etc.
- location of your safety deposit box and who has access to it.
- For properties, we would need the most recent property tax documentation.
- Please let us know who you would like as beneficiaries. For each beneficiary, we will need their Legal name, relationship to you, and their current address. If your beneficiary is charity, we will need to know the organization's legal name and the charity's registration number.
- Please let us know if you have any liabilities, including but not limited to loans, debt etc.
Representation Agreement / Advance Healthcare Directives
Representation agreements
Please bring the original of your previous Representation Agreement.
Advance Healthcare Directives
Please bring the original of your previous Advance Healthcare Directives.
For all documents:
Please bring two pieces of ID per person.
Kindly document your selection of legal representation by providing the full legal name, current address, and the nature of the relationship with each chosen attorney.
Power of Attorneys (POA)
Please bring two pieces of ID per person.
Please bring the ORIGINAL of your previous POA.
Please let us know the reason why you need a POA.
Kindly document your selection of legal representation by providing the full legal name, current address, and the nature of the relationship with each chosen attorney.
What type of identification do I need to bring?
Two (2) Pieces of Valid Identification
One Primary ID
One Secondary ID
All pieces of ID must be original and valid (unexpired). We need at least one of the identifications to bear your photograph and signature
A combined BC Driver license and BC Service Card is considered one (1) piece of ID
How long are Will & Estate Planning appointments?
There will be two appointments in total. A initial appointment where our notary will discuss with you in detail to tailor document(s) to your specific needs. After the initial appointment, our team will send you a copy of your drafted document(s) approximately 2-3 weeks after the initial appointment. Please note, that sometimes the document(s) may take longer to draft and 2-3 weeks is only an approximate estimate. The second appointment will be the signing appointment, where you will sign the drafted wills. The initial appointment is one (1) hour, and the second signing appointment will be thirty (30) minutes.
Click the button below to call us and book an appointment.
The importance of planing for the future
It can be challenge for your loved ones if there is no will or estate planning in place. With an absent of a will, the cost to process the residue of your estate will be an expensive and timely process. It's not something you'd want to handle on your own or entrust to an inexperienced professional. Ensure your peace of mind by entrusting your wills and estate planning to a seasoned legal professionals like Alex Luk, Notary Public, who possesses extensive legal education and expertise in this specialized area of law.