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Personal and Estate Planning Documents

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It is never too early to start planning. By having these documents prepared you are making your wishes and instructions for your future known. Documenting your instructions now will ease the decision making burden on your loved ones at a difficult time.

Click the following links to learn more about these important documents:

Making the Appointment

You do not need to have all of the answers. You only need to call and make an appointment to start the conversation.

What to Bring

You will need to provide two pieces of valid identification at your first meeting. A Drivers Licence and a CareCard work well unless they are combined and then you'll need another second piece of ID.

You could bring your old Will and any information on Property you own such as a current BC Assessment or a State of Title Certificate.

What to Expect

Expect to spend about an hour for your first visit – some appointments need less time, some need more. Zoë will take the time to get information from you and will set out possible options for your consideration. You may quickly be ready to give instructions or you may need to consider your options and have discussions with your family members before making your final decisions. Take all the time you need to ask your questions. The second visit is about two weeks later. It will take about half an hour and you will review, approve and sign the documents.

Personal Planning will be easier than you imagined with the help of your experienced Notary Public, Zoë Stevens.

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