PERSONAL PLANNING AND ESTATE MATTERS
Estate and personal planning includes four key aspects of your life:
Health Care, Personal Care, Legal matters, and Financial affairs.
In the event that you become incapable of handling or managing your affairs, or if you need assistance, it is always preferred that you appoint someone you trust well in advance. There are provincial laws in place to govern personal planning options available to you.
The four main personal planning documents (WRAP) that you should consider having are:
Will
Activates only upon death, a Will is a binding legal instrument that provides instructions for asset distribution, the guardianship of minor children, and the appointment of an executor who is responsible for managing and winding up the estate. In the absence of a Will, your estate will be distributed according to the Wills, Estates and Succession Act (WESA).
Representation Agreement
is a document where you can appoint another person called a Representative to help you to make health care and personal care decisions. The aim of a Representation Agreement is to allow you to plan ahead for how and by whom decisions about their healthcare or personal care will be made if you become incapable of making decisions independently.
Advance Directive
If you are unable to express your wishes at the end of life stage, this document is prepared in advance to give your healthcare team direction to keep you as comfortable and as pain free as possible. Unlike a representation agreement, an advance directive does not appoint a person to act on your behalf.
Power of Attorney
is a document where you can appoint another person called your “Attorney” to manage financial and legal transactions on your behalf, in your best interest. (This document does not include health care and personal care). A Power of Attorney can be granted with or without limitations.
The personal planning documents described above require careful thought and consideration. We understand that each client has their own story and reasons for creating these important documents to meet their individual needs and situation.
For more information and further in-depth discussion, we will be pleased to meet with you, in person. To book an appointment, please contact Devika Mehta of our office directly by sending an email to dm@mehtanotary.com.
Estate and personal planning includes four key aspects of your life:
Health Care, Personal Care, Legal matters, and Financial affairs.
In the event that you become incapable of handling or managing your affairs, or if you need assistance, it is always preferred that you appoint someone you trust well in advance. There are provincial laws in place to govern personal planning options available to you.
The four main personal planning documents (WRAP) that you should consider having are:
Will
Activates only upon death, a Will is a binding legal instrument that provides instructions for asset distribution, the guardianship of minor children, and the appointment of an executor who is responsible for managing and winding up the estate. In the absence of a Will, your estate will be distributed according to the Wills, Estates and Succession Act (WESA).
Representation Agreement
is a document where you can appoint another person called a Representative to help you to make health care and personal care decisions. The aim of a Representation Agreement is to allow you to plan ahead for how and by whom decisions about their healthcare or personal care will be made if you become incapable of making decisions independently.
Advance Directive
If you are unable to express your wishes at the end of life stage, this document is prepared in advance to give your healthcare team direction to keep you as comfortable and as pain free as possible. Unlike a representation agreement, an advance directive does not appoint a person to act on your behalf.
Power of Attorney
is a document where you can appoint another person called your “Attorney” to manage financial and legal transactions on your behalf, in your best interest. (This document does not include health care and personal care). A Power of Attorney can be granted with or without limitations.
The personal planning documents described above require careful thought and consideration. We understand that each client has their own story and reasons for creating these important documents to meet their individual needs and situation.
For more information and further in-depth discussion, we will be pleased to meet with you, in person. To book an appointment, please contact Devika Mehta of our office directly by sending an email to dm@mehtanotary.com.
Estate and personal planning includes four key aspects of your life:
Health Care, Personal Care, Legal matters, and Financial affairs.
In the event that you become incapable of handling or managing your affairs, or if you need assistance, it is always preferred that you appoint someone you trust well in advance. There are provincial laws in place to govern personal planning options available to you.
The four main personal planning documents (WRAP) that you should consider having are:
Will
Activates only upon death, a Will is a binding legal instrument that provides instructions for asset distribution, the guardianship of minor children, and the appointment of an executor who is responsible for managing and winding up the estate. In the absence of a Will, your estate will be distributed according to the Wills, Estates and Succession Act (WESA).
Representation Agreement
is a document where you can appoint another person called a Representative to help you to make health care and personal care decisions. The aim of a Representation Agreement is to allow you to plan ahead for how and by whom decisions about their healthcare or personal care will be made if you become incapable of making decisions independently.
Advance Directive
If you are unable to express your wishes at the end of life stage, this document is prepared in advance to give your healthcare team direction to keep you as comfortable and as pain free as possible. Unlike a representation agreement, an advance directive does not appoint a person to act on your behalf.
Power of Attorney
is a document where you can appoint another person called your “Attorney” to manage financial and legal transactions on your behalf, in your best interest. (This document does not include health care and personal care). A Power of Attorney can be granted with or without limitations.
The personal planning documents described above require careful thought and consideration. We understand that each client has their own story and reasons for creating these important documents to meet their individual needs and situation.
For more information and further in-depth discussion, we will be pleased to meet with you, in person. To book an appointment, please contact Devika Mehta of our office directly by sending an email to dm@mehtanotary.com.
Estate and personal planning includes four key aspects of your life:
Health Care, Personal Care, Legal matters, and Financial affairs.
In the event that you become incapable of handling or managing your affairs, or if you need assistance, it is always preferred that you appoint someone you trust well in advance. There are provincial laws in place to govern personal planning options available to you.
The four main personal planning documents (WRAP) that you should consider having are:
Will
Activates only upon death, a Will is a binding legal instrument that provides instructions for asset distribution, the guardianship of minor children, and the appointment of an executor who is responsible for managing and winding up the estate. In the absence of a Will, your estate will be distributed according to the Wills, Estates and Succession Act (WESA).
Representation Agreement
is a document where you can appoint another person called a Representative to help you to make health care and personal care decisions. The aim of a Representation Agreement is to allow you to plan ahead for how and by whom decisions about their healthcare or personal care will be made if you become incapable of making decisions independently.
Advance Directive
If you are unable to express your wishes at the end of life stage, this document is prepared in advance to give your healthcare team direction to keep you as comfortable and as pain free as possible. Unlike a representation agreement, an advance directive does not appoint a person to act on your behalf.
Power of Attorney
is a document where you can appoint another person called your “Attorney” to manage financial and legal transactions on your behalf, in your best interest. (This document does not include health care and personal care). A Power of Attorney can be granted with or without limitations.
The personal planning documents described above require careful thought and consideration. We understand that each client has their own story and reasons for creating these important documents to meet their individual needs and situation.
For more information and further in-depth discussion, we will be pleased to meet with you, in person. To book an appointment, please contact Devika Mehta of our office directly by sending an email to dm@mehtanotary.com.