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ARTICLE · 24 APRIL 2023

When Should You Revisit Your Estate Planning Documents?

McLennan Ross LLP
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When we think about estate planning, a Will is the first document that comes to mind. However, when planning your estate, it is essential to include two other documents...

CanadaFamily and Matrimonial
Elisa Rabello
Elisa Rabello
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When we think about estate planning, a Will is the first document that comes to mind. However, when planning your estate, it is essential to include two other documents, an Enduring Power of Attorney and a Personal Directive.

An Enduring Power of Attorney ("EPA") and a Personal Directive ("PD") are the documents that empower someone else to make decisions for you once you have lost the capacity to do so for yourself. The EPA names an "Attorney" to make decisions related to your assets and financial matters. The PD designates an "Agent" to make decisions related to your personal and health matters. Both documents give a lot of power to your decision-maker, so it should be someone you trust. Further, you should also speak to your Attorney and Agent prior to finalizing your EPA and PD to ensure they agree to take on the role.

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