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COMPLIMENTARY PERSONAL DIRECTIVE PREPARATION for ESSENTIAL WORKERS and HEALTH CARE PROVIDERS


This offer is available to all Essential Workers and Health Care Providers, and their partners, in the Calgary Metropolitan Region SUMMIT LEGAL GROUP will:

  • Provide you with a Personal Directive Preparation Guide and Fillable Questionnaire
  • Prepare your Personal Directive(s) in accordance with your instructions
  • Provide clear instructions on how the Personal Directive must be executed and witnessed
  • Provide a comprehensive Next Steps Guide with further instructions on registering your Personal Directive, storage of documents, notifying your agents, etc.
IMPORTANT: Canadian law requires that Power of Attorney documents be physically printed and stored offline. They must be signed in the presence of a witness, who is also required to sign the document. Witnesses must be of legal age, and cannot be someone who you have named as an agent, or alternate agent. Digital signatures are not legally valid. *See terms and conditions for details.




NO CONTACT WILL PACKAGE


SUMMIT LEGAL GROUP is able to prepare all required planning documents customized to meet your wishes, and specific circumstances without in-person meetings. SUMMIT LEGAL GROUP will:

  • Provide you with a Will Preparation Guide and Fillable Questionnaire
  • Prepare your Will(s), Enduring Power(s) of Attorney and Personal Directive(s) in accordance with your instructions
  • Schedule a teleconference for you to review all documents in detail with a Will and Estate Lawyer (60-90 minutes)
  • Provide a comprehensive Next Steps Guide with detailing storage of documents, attending to items not address in the Will, notifying the executor, etc.
  • Print and mail documents to you for execution, if required, at no extra charge
For the No Contact Will Package, the client is responsible for finding witnesses and making signing arrangements. SUMMIT LEGAL GROUP will provide guidance regarding this process. IMPORTANT: Canadian law requires that Estate documents must be physically printed and stored offline. Wills must be signed in the presence of two witnesses who are also required to sign the document. Witnesses must be of legal age, and cannot be someone who you have named as an agent, or beneficiary. Digital signatures are not legally valid.




LOW CONTACT WILL PACKAGE


SUMMIT LEGAL GROUP is able to prepare all required planning documents customized to meet your wishes, and specific circumstances, while limiting in office appointments until the time of signing. Learn more about how SUMMIT LEGAL GROUP is keeping clients who attend our office safe HERE. SUMMIT LEGAL GROUP will:

  • Provide you with a Will Preparation Guide and Fillable Questionnaire
  • Prepare your Will(s), Enduring Power(s) of Attorney and Personal Directive(s) in accordance with your instructions
  • Schedule a teleconference for you to review all documents in detail with a Will and Estate Lawyer (60-90 min)
  • Schedule a time for you to attend our office to execute your documents in the presence of your lawyer and a witness (10-15 min)
  • Provide you with a sworn Affidavit of Execution and Certificate of Legal Advice to accompany each Enduring Power of Attorney and Personal Directive
  • Provide you with a sworn NC8 - Affidavit of Witness to accompany each Will. This document is required by Surrogate Court at the time of Probate
  • Provide a comprehensive Next Steps Guide with instructions on registering your Personal Directive, notifying your executor, storage of documents, and attending to items not address in the Will
From experience, we’ve learned that people have the best intentions when it comes to preparing their estate documents, however the business of life and decision making often gets in the way. To ease the difficulties associated with preparing your estate, we have worked to ensure our process is as efficient and effective as possible. As an additional incentive we extend a $100 courtesy discount on Mirror Will Packages and $50 courtesy discount on Individual Will Packages to clients who prepare their documents within 30 days of retaining our services. *See terms and conditions for details.