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
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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.
NO CONTACT WILL PACKAGE
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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
LOW CONTACT WILL PACKAGE
-
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
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!
OR
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