Congratulations! You are about to invest in a lawyer-prepared will. You will receive stress-free service, security and peace of mind. We provide plain-language advice for key decisions about wills, executors, attorneys, guardians and trusts. This guide explains our fees and how to book your appointment. Making Wills Easy Step 1: Download our estate planning guide with fee information to focus your thoughts. Please bring your completed guide to your first appointment. This ensures proper advice and saves time and money. Step 2: Request your appointment. You will receive a draft will after we receive your fee deposit. Receive your free book Estate to the Heart How to Plan Wills and Estates for Your Loved Ones Step 3: Sign your will after approving your draft at your second visit. Receive a free will folder for your original will. You store your will for safekeeping. 2018 Edward Olkovich Law Professional Corporation 416.769.9800 www.mrwills.com
0 Estate Planning New Client Information Edward Olkovich
1 Estate Planning Client Information Form Your information is protected by solicitor-client privilege. Your information will be held in strictest confidence. You must complete this form so we can properly advise you. Please print clearly the full names of all the people you list. Complete as much of this form as possible to save time. We rely on the information you provide to give you proper advice. 1. Tell Us Who You Are 2. Personal Information 3. We Need To Know 4. Tell Us Who You Want 5. Powers of Attorney - Property and Personal Care 6. Your Assets 1. TELL US WHO YOU ARE Partner 1 Partner 2 Drivers Licence Passport Birth Certificate Ontario ID Card Other: Name Address Email Phone number Occupation Business Address & Phone Original Document Verifying Identity Drivers Licence Passport Birth Certificate Ontario ID Card Other: Meeting & Date Identity Verified Edward Olkovich Name of Lawyer Edward Olkovich
2 2. PERSONAL INFORMATION Enter your full name including any middle names/other names you are known by. Partner 1 Partner 2 Married Divorced Separated Common-law Single Widowed 3. WE NEED TO KNOW Partner 1 Partner 2 Date of Birth Citizenship Telephone Mobile Email Marital Status Married Divorced Separated Common-law Single Widowed How did you hear about us? Internet Event/Seminar Neighbourhood Radio Television Ad Law Society of Ontario Referred by... Other... Please let us know if you or your partner: Yes / No Details 1) Have been married before? 2) Jointly own your own home? 3) Own a business? 4) Own real estate other than your own home? 5) Own assets outside Ontario? 6) Have a marriage contract / separation agreement? 7) Have been hospitalized / diagnosed with an illness? 8) Have assets with designated beneficiaries? 9) Have children or beneficiaries with special needs? 10) Plan to be married in the next year? 11) Already have a will? 12) Know anyone with a claim to your estate? 13) Own assets jointly with someone? 14) Intend to make a large gift outside of your will? 15) Know of anyone who may challenge your will?
3 4. TELL US WHO YOU WANT A. Executor / Estate Trustee An executor/ estate trustee pays your bills and distributes gifts under your will. Are you appointing each other as executors? Yes No If anything were to happen to either one of you, who would you then appoint? My Choice Partner s Choice Name Relationship Birthdate Name Relationship Birthdate Backup Executor(s) Backup Executor(s) B. Beneficiaries Who Gets Everything? Your beneficiaries share your estate. Are you naming the same beneficiaries? Yes No My Choice Partner s Choice Name Relationship Birthdate Name Relationship Birthdate C. Guardians Your guardian handles the needs of those without full legal capacity, such as minor children. Are you naming the same guardians? Yes No My Choice Partner s Choice Name Relationship Birthdate Name Relationship Birthdate
4 5. POWERS OF ATTORNEY PROPERTY & PERSONAL CARE An attorney is an agent or substitute decision maker you designate in a signed and witnessed legal document. Are you appointing each other as attorneys? Yes No If anything were to happen to either one of you, who would you then appoint? My Choice Power of Attorney for Property Partner s Choice Power of Attorney for Property Name Relationship Birthdate Name Relationship Birthdate My Choice Power of Attorney for Personal Care Partner s Choice Power of Attorney for Personal Care Name Relationship Birthdate Name Relationship Birthdate Please identify any concerns you wish to cover during our meeting.
5 6. YOUR ASSETS Asset Joint Asset Designated Asset Will Asset 1. Real estate 2. Life insurance 3. Pensions 4. Investments (registered or other) 5. Bank accounts 6. Business interests 7. Personal items (cars, art, collectables) YOUR APPROXIMATE NET ESTATE Total Assets Total Liabilities = $ Please be prepared to discuss assets and liabilities at our meeting: Real estate your home(s), vacation/rental property, land Bank accounts GICs, TFSAs, investments Retirement accounts RRSPs, RRIFs, pensions Business ownership/interests Personal items cars, art, jewelry, collectables Life Insurance Mortgage(s), consumer debt, unsecured credit, promissory notes
INDIVIDUAL Estate Planning Fee Guidelines A. Platinum Will $975* One Platinum Will includes 1-hour consultation with specialist Ed Olkovich and one draft. Not included are: trusts for disabled beneficiaries, complex bequests, or detailed tax planning. B. Platinum Estate Planning Package (Recommended) $1,575* I recommend the platinum estate planning package: 1 Platinum Will, 1 Continuing Power of Attorney for Property, and 1 Power of Attorney for Personal Care. C. Private Will for Corporate Assets $1,500* * All fees are subject to 13% HST and disbursements such as title searches. We look forward to working with you. 2018 Edward Olkovich Law Professional Corporation Tel: 416 769-9800 www.mrwills.com
Deposit for Legal Fees Your deposit of $750 is required before we draft documents. We accept VISA and cheques. The deposit will be applied towards your final account. Please check: A. Platinum Will = $1,101.75 inclusive of HST B. Platinum Estate Planning Package = $1,779.75 inclusive of HST C. One Private Will for Corporate Assets = $1,695 inclusive of HST Cheque payment of $750 deposit (cheque attached) VISA payment of $750 deposit: VISA Card # Expiry Date Full Name on Card Signature of Cardholder Date 2018 Edward Olkovich Law Professional Corporation Tel: 416 769-9800 www.mrwills.com
COUPLES Estate Planning Fee Guidelines A. Platinum Wills for Couples $1,800* Two Platinum Wills includes 1-hour consultation with specialist Ed Olkovich and one set of drafts. Not included are: trusts for disabled beneficiaries, complex bequests, or detailed tax planning. B. Platinum Estate Planning Package (Recommended) $2,600* I recommend the platinum estate planning package: 2 Platinum Wills, 2 Continuing Powers of Attorney for Property, and 2 Powers of Attorney for Personal Care. C. Private Will for Corporate Assets $1,500* * All fees are subject to 13% HST and disbursements such as title searches. We look forward to working with you. 2018 Edward Olkovich Law Professional Corporation Tel: 416 769-9800 www.mrwills.com
Deposit for Legal Fees Your deposit of $1,200 is required before we draft documents. We accept VISA and cheques. The deposit will be applied towards your final account. Please check: A. Two Platinum Wills = total $2,024.00 inclusive of HST B. Platinum Estate Planning Package = total $2,938.00 inclusive of HST C. One Private Will for Corporate Assets = $1,696.00 inclusive of HST Cheque payment of $1,200 deposit cheque attached VISA payment of $1,200 deposit: VISA Card # Expiry Date Full Name on Card Signature of Cardholder Date 2018 Edward Olkovich Law Professional Corporation Tel: 416 769-9800 www.mrwills.com