WILL AND POWERS OF ATTORNEY PACKET

Packet Index

• Introduction
• Procedure
• Reasons for Making a Will
• Continuing Power of Attorney for Property
• Personal Care Power of Attorney
• Estate Planning for Average Canadian
• Will, Powers of Attorney Estate Definitions
• Will Questionnaire
• Continuing Power of Attorney for Property Questionnaire
• Personal Care Power of Attorney Questionnaire
• Will and Powers of Attorney Asset Information Form
• Service Principles
• Resumé Lawrence Pascoe
• Fees - Will & Powers of Attorney
• Will & Powers of Attorney Packet Survey
• Choosing a Lawyer Survey

Introduction

The packet incorporates five articles I have written entitled Reasons for Making a Will, Continuing Power of Attorney for Property, Personal Care Power of Attorney, Estate Planning for the Average Canadian and Will, Powers of Attorney and Estate Definitions. These articles are not substitutes for legal advice but are for general information. It is advisable that you read these articles prior to your appointment with me. I would ask you to complete the Will and Powers of Attorney Asset Information form and Will Questionnaire form before your consultation. This form also serves as a record that may help your executor in administering your estate. Of course, all information regarding your assets is strictly confidential.

My Powers of Attorney reflect the current law. The Ontario Government has legislated law that allows for a Power of Attorney for Personal Care which may have a provision more commonly known as a Living Will. Enclosed are my Continuing Power of Attorney for Property Questionnaire and my Personal Care Power of Attorney Questionnaire. You should complete them as best you can. I will finalize them at your consultation or over the telephone if you are just signing Powers of Attorney and not Wills.

The packet also contains my Fee Schedule and a Procedure Memorandum I am enclosing my Resumé and my Service Principles - The Pascoe Difference so that you have a better idea of who I am and my experience. I have been practising since 1977. I restrict my practice to the areas of law commonly used by the average person - Wills and Estates and Family Law. I try to be unique, innovative and client oriented. This packet is an illustration of all three of those qualities, as is my Will and Powers of Attorney Manual which has other articles, memos and checklists. The Will Manual is explained in greater detail in my Procedure Memorandum. I have hole punched this packet, as the articles should be placed in the Will and Power of Attorney Manual.

I encourage my clients to give me their opinions. I have therefore initiated a Client Survey Contest, which is enclosed, to obtain more client feedback. Even if you do not become a client, I invite you to complete the Will Packet Survey and Choosing a Lawyer Survey and enter the contest. If I can be of further assistance please call me or my staff for an appointment.

My experience is that many people put off making Wills and Powers of Attorney. I believe that this is a mistake. Having updated Wills and Powers of Attorney will give you "peace of mind" knowing that your personal affairs are in order for you and your family's benefit.

LAWRENCE S. PASCOE