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ARTICLE · 24 JULY 2020

Peace Of Mind: Step By Step Process Of Planning Your Will

The Estates & Trusts lawyers at Cox & Palmer are here to help you prepare your will, walking you through the important steps now for peace of mind later.

CanadaFamily and Matrimonial

The Estates & Trusts lawyers at Cox & Palmer are here to help you prepare your will, walking you through the important steps now for peace of mind later.

Step 1 – Preparation

The first step is to make contact with a member of our Estates group by email or telephone. After our initial discussion, you may receive a questionnaire to complete which will help organize the information needed to prepare your will. We will also schedule an appointment to meet at this time.

Step 2 - Meeting Options

The meeting with your lawyer can take place by telephone, video conference, or in person. This initial meeting will take approximately one hour. During this meeting, you and your lawyer will discuss the details of your questionnaire, including your selection of an executor, your current assets and your plans for them.

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The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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