Estate Planning

There are three basic documents involved in completing your Estate Plan:

  1. A Will is a written direction to the person you appoint as your Personal Representative (Executor) to instruct the disposition of your assets net of your liabilities at your death.

  2. An Enduring Power of Attorney is an instruction to the person you appoint as your Attorney to mange your financial affairs if you are alive but no longer have the capacity to manage your own financial affairs.

  3. A Personal Directive is an instruction to the person you appoint as your Agent to manage your personal decisions if you are alive but no longer have the capacity to manage your own decisions relating to your health and well being.

 
Corey Gish, estate planning lawyer, at a cozy cafe in Lacombe, AB. Offering expert guidance on Wills, POA, and Personal Directive.

Please feel free to download the attached questionnaire for details of the matters you should be considering when you are setting up your estate planning documents.