How do I prepare a Will?
How do I prepare a Will?
Many Wills and Estates Lawyers will advise that prior to the first meeting prospective clients complete a questionnaire. This is used for the purposes of assessing an individual’s estate and further to draft the Will. This form should be completed as accurately as possible. Certainly, during your legal consultation additional questions from the lawyer will assist in providing clarity.
Below is a form that I provide to my clients prior to my first meeting. I have uploaded the link here for additional ease of access.
At the interview stage, this questionnaire along with an individual’s responses help the lawyer to start the process of preparing the Will. Not only that, it also gives the lawyer insight into the individual’s life, their goals and concerns. For example, an elderly mother might not want to give anything to one of her children.
In this intimate legal consultation a wills and estates lawyers job is to ensure that he or she really understands the client’s needs.
Can I just use a Will kit?
No.
Many will think that a Wills and Estates Lawyer frowns on this only because it takes money away from them. This is not the case. A Will is not a one size fits all template. We all have unique circumstances in our lives that should be reflected adequately in the Will.
An experienced Wills and Estates Lawyer can provide practical advice about estate planning that could reduce expenses and ensure your loved ones get the most from your estate.
How do I contact a Wills and Estates Lawyer
Do your homework. If you would like to speak with me I am local in Burlington, Ontario.
Feel free to text or call me at 416-505-4901 or call toll free: 1-800-939-9211
My law office is located at 901 Guelph Line, Burlington, Ontario.
anytime for a free consultation