A Proper Will Provides Peace of Mind – How to Start

Are you unsure what a will or estate plan can do for you or your loved ones? You may be feeling confused about your options or the legal requirements involved. Have you delayed creating a lawyer-prepared will because you’re uncertain about the cost or the benefits you will receive?

I have heard these questions asked many times. That’s why I have made it easier to prepare an estate plan and will. My goal is to help families understand their options and make better-informed decisions. This should help you create a will that passes your assets smoothly to your loved ones without unnecessary delays, complications, or added legal costs.

You want to know who will be in charge and in control when you’re gone, and that everyone will know what your instructions were.

Discovery Meetings

I always start with a low-cost discovery meeting to review your situation, assess your needs, and customize a plan that meets your legal requirements.

It’s easy to get started. Contact my office to request a discovery meeting. The meeting can be online or call my friendly staff to schedule an appointment. We can meet in person in my west-end Toronto office or online via Zoom, whichever works best for you.

After your discovery meeting, you will receive a no-obligation estimate. If you choose to move forward, you will receive a clear written agreement outlining all costs before any work begins. You can review my flat-fee schedules for individuals and couples by contacting my office.

Request Your Discovery Meeting

Do you have questions about making your will? I have helped clients since 1978 plan their estates to protect their loved ones. I wrote the book called, Estate to the Heart: How to Plan Wills and Estates for Your Loved Ones.

We can meet by Zoom or in-person in my office. Request your no-obligation discovery meeting today to avoid making any costly estate planning mistakes.

I am a Certified Specialist in Estates and Trusts Law. I can give you a custom assessment of your needs.