In response to the increased urgency surrounding the preparation of estate documents, SUMMIT LEGAL GROUP is pleased to offer:​

Package #1

COMPLIMENTARY 

Personal Directives 

For all Essential Workers & Health Care Providers​​

Package #2

NO CONTACT

Will Package

$795 for a Couple 

$495 for an Individual

Package #3

LOW CONTACT 

Will Package 

SAVE up to $100!

Select Below for Detailed Description

COMPLIMENTARY PERSONAL DIRECTIVE PREPARATION for ESSENTIAL WORKERS and HEALTH CARE PROVIDERS

This offer is available to all Essential Workers and Health Care Providers, and their partners, in the Calgary Metropolitan Region SUMMIT LEGAL GROUP will:

  • Provide you with a Personal Directive Preparation Guide and Fillable Questionnaire
  • Prepare your Personal Directive(s) in accordance with your instructions
  • Provide clear instructions on how the Personal Directive must be executed and witnessed
  • Provide a comprehensive Next Steps Guide with further instructions on registering your Personal Directive, storage of documents, notifying your agents, etc.
IMPORTANT: Canadian law requires that Power of Attorney documents be physically printed and stored offline. They must be signed in the presence of a witness, who is also required to sign the document. Witnesses must be of legal age, and cannot be someone who you have named as an agent, or alternate agent. Digital signatures are not legally valid. *See terms and conditions for details.



NO CONTACT WILL PACKAGE

SUMMIT LEGAL GROUP is able to prepare all required planning documents customized to meet your wishes, and specific circumstances without in-person meetings. SUMMIT LEGAL GROUP will:

  • Provide you with a Will Preparation Guide and Fillable Questionnaire
  • Prepare your Will(s), Enduring Power(s) of Attorney and Personal Directive(s) in accordance with your instructions
  • Schedule a teleconference for you to review all documents in detail with a Will and Estate Lawyer (60-90 minutes)
  • Provide a comprehensive Next Steps Guide with detailing storage of documents, attending to items not address in the Will, notifying the executor, etc.
  • Print and mail documents to you for execution, if required, at no extra charge
For the No Contact Will Package, the client is responsible for finding witnesses and making signing arrangements. SUMMIT LEGAL GROUP will provide guidance regarding this process. IMPORTANT: Canadian law requires that Estate documents must be physically printed and stored offline. Wills must be signed in the presence of two witnesses who are also required to sign the document. Witnesses must be of legal age, and cannot be someone who you have named as an agent, or beneficiary. Digital signatures are not legally valid.



LOW CONTACT WILL PACKAGE

SUMMIT LEGAL GROUP is able to prepare all required planning documents customized to meet your wishes, and specific circumstances, while limiting in office appointments until the time of signing. Learn more about how SUMMIT LEGAL GROUP is keeping clients who attend our office safe HERE. SUMMIT LEGAL GROUP will:

  • Provide you with a Will Preparation Guide and Fillable Questionnaire
  • Prepare your Will(s), Enduring Power(s) of Attorney and Personal Directive(s) in accordance with your instructions
  • Schedule a teleconference for you to review all documents in detail with a Will and Estate Lawyer (60-90 min)
  • Schedule a time for you to attend our office to execute your documents in the presence of your lawyer and a witness (10-15 min)
  • Provide you with a sworn Affidavit of Execution and Certificate of Legal Advice to accompany each Enduring Power of Attorney and Personal Directive
  • Provide you with a sworn NC8 - Affidavit of Witness to accompany each Will. This document is required by Surrogate Court at the time of Probate
  • Provide a comprehensive Next Steps Guide with instructions on registering your Personal Directive, notifying your executor, storage of documents, and attending to items not address in the Will
From experience, we’ve learned that people have the best intentions when it comes to preparing their estate documents, however the business of life and decision making often gets in the way. To ease the difficulties associated with preparing your estate, we have worked to ensure our process is as efficient and effective as possible. As an additional incentive we extend a $100 courtesy discount on Mirror Will Packages and $50 courtesy discount on Individual Will Packages to clients who prepare their documents within 30 days of retaining our services. *See terms and conditions for details.



Working with SUMMIT LEGAL GROUP is as

easy as 1, 2, 3! 

​

1) Review the detailed descriptions above to determine which option is best for you -> 1, 2, or 3.  

​

2) Contact our office via the form or email link below to let us know what package you have selected.

 

3) Receive a DETAILED PLANNING GUIDE and FILLABLE QUESTIONNAIRE.  Complete the questionaire and return to our office so that we we can start PREPARING your PERSONALIZED ESTATE DOCUMENTS!

COMPLETE the FORM BELOW

OR

CLICK here to EMAIL US

Thanks for submitting! A member of our team will reach out shortly with next steps.

TERMS AND CONDITIONS:

Essential workers are those who's daily services are essential to preserving life, health, public safety and basic societal functioning.  This includes, but is not limited to: Health care, law enforcement, first responders, vulnerable population service providers, food and agriculture service providers, transportation, sanitation, communications and IT, financial institutions etc.  For paid services, a 50% deposit will be due upon submission of completed questionnaire.  The balance is due upon receipt of executable documents. Taxes are extra.   Available to Alberta residents only.  Limit of one per person. Cannot be combined with any other offer.  

For a definition of Will Package terms, please see below.  An hourly rate of $325.00 may be charged for complex requests or additional services.

​

Ensuring  you have documented your wishes and prepared your estate can provide peace of mind.  

The health and safety of our clients, our team and our families is VERY important to us. The emergence of COVID-19 has changed the way we engage.  Information on SUMMIT LEGAL GROUP's response to COVID-19 is available HERE

© 2021 by SUMMIT LEGAL GROUP

City of Calgary Photography provided by the Calgary Real Estate Partners - REPYYC.COM

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