Obtaining a Will and/or Powers of Attorney

INFORMATION FOR YOUR APPOINTMENT

Information you need to provide for the Will:


  • The full legal name (including middle name) of your executor(s). This is the person you will select to be responsible for making sure that any debts are paid off, and any remaining money or property is distributed according to your wishes. The executor is often a spouse, adult child, or close family member.
  • The city and province where your executor lives.
  • The full legal name (including middle name) of your beneficiary(s). This is the person(s) who will receive your property after your passing.
  • The city and province where your beneficiary lives.
  • The full legal name(s) and city and province of your alternative executors and beneficiaries (in case your first choices are not alive at the time of your passing).
  • Information on how you would like your estate distributed/divided.
  • If you have a minor child, you will need to provide the full legal name and city and province of the person you would like to appoint to take care of your child (i.e. custodian) in the event that you and your spouse both pass away before your child has attained the age of majority. You may provide the name and city/province of residence of an alternate custodian in case your first choice for custodian is unable or unwilling to act.
  • An idea of all your assets that you own to date (e.g. real estate, chequing/savings accounts, RRSP, RRIF, TFSA, Pensions, life insurance, investments, business shares).
  • An idea of all debts that you owe to date (e.g. mortgage, car loans).


Information you need to provide for the Powers of Attorney for Property and Powers of Attorney for Personal Care:


  • The full legal name (with middle name) of the person(s) you would like to name as your Attorney. The Attorney is the person you choose to make decisions on your behalf in the event that you are unable to do so. The Attorney is often a spouse, adult child, or close family member.
  • The city and province where your Attorney lives.
  • The full legal name of your alternative Attorney (in case your first choice is unable or unwilling to act on your behalf).
  • The city and province where your alternative Attorney lives.


Please note that no one else should be present during your appointment (except a spouse who is also preparing their will/Power of Attorney at the same appointment).

Identification

You must bring in 2 pieces of valid IDs

One ID must be from List A. The second ID may be from List A or List B:


List A 


  • Driver's Licence (Canadian or Foreign)
  • Passport (Canadian or Foreign)
  • Nexus Card
  • Ontario Photo ID
  • Canadian Citizenship Card
  • Permanent Residence Card
  • Certification of Indian Status with your picture
  • Certification of Naturalization with your picture
  • Refugee Protection Claimant Document


List B


  • Social Insurance Card
  • Old Age Security Card
  • Birth Certificate
  • Credit Card from a Major Bank with your full name on front and signature at the back


Please note Health Cards are not accepted as ID