Wills and Estates

A practical starting point

Begin with the documents, the people involved, and the next date.

The office prepares wills and powers of attorney and can discuss estate administration and related planning questions. A clear plan begins with family circumstances, decision-makers, and a high-level understanding of assets and obligations.

For estate administration, the starting documents and the way property was owned may affect what process is required. The first conversation can identify which records need to be gathered next.

Common matters

Matters the office can discuss

• Wills and estate planning
• Powers of attorney for property and personal care
• Corporate wills where appropriate
• Estate administration and probate-related questions
• Ownership and beneficiary planning considerations

After the first message

What happens before legal work begins

1. 01
   Identify the matter.

   The office reviews the type of issue, the people involved, and any immediate date.

2. 02
   Check conflicts and fit.

   Before sensitive facts are shared, the office determines whether it can consider acting.

3. 03
   Confirm scope and terms.

   Representation starts only when the work and financial terms are confirmed in writing.