Our services.

 

What is included in an estate planning package?

 

Estate Planning Packages.

 

One.

No frills.

This is what we refer to as our “off-the-rack” option (but if it were clothes, they would be designer). Importantly, this option still includes the Modern Wills process that sets us apart (i.e., discussing options with a lawyer in detail before your Will is drafted). If you have spent time thinking about your estate plan, and your circumstances and wishes are straightforward, this option may be a good fit for you. (What does straightforward mean?). We will be able to confirm that this option is appropriate for you in a free initial consultation.

Starting at $1,000 for an individual and $1,500 for a couple.*

Two.

Some frills.

This option is more tailored to your personal circumstances and wishes. Most people have at least one asset, circumstance, or preference that requires drafting a customized clause. Also, if you have shares in a private company or are in the process of finalizing a divorce, there will be documents we need to review to ensure your Will does not contradict anything you have agreed to elsewhere. This option is likely to be a great fit for most people. We will be able to provide a personalized quote in a free initial consultation.

Starting at $1,250 for an individual or $1,800 for a couple.*

Three.

As many frills as you would like.

This option is entirely customized to your exact specifications. It is likely to be a good fit for people who would like more than five custom clauses or who would like to incorporate a customized trust into their Will. It is also a great fit for people who are not sure of their preferences and would like to have in-depth discussions with a lawyer at every stage of the process.

Starting at $2,000 for an individual or $2,500 for a couple.*

Package Three can accommodate significant complexity but we do note that our firm does not offer tax planning services. We are happy to work with your existing advisors (or to connect you with advisors if requested) if tax advice is needed in your circumstances.


 *Rates provided indicate the starting rate for each option, plus disbursements and GST, as applicable. Following our initial meeting and review of your completed intake form, we will be able to provide a personalized quote based on your specific circumstances and wishes.


Want to learn more about our pricing and how Modern Wills stacks up against the other options out there for Will preparation?

Prefer to sign documents remotely?

We are more than happy to accommodate remote signings at this time. While Wills, Enduring Powers of Attorney, and Personal Directives are some of the last legal documents that still require “wet-ink” signatures (at least in Alberta), there are options available to get new estate planning documents in place without stepping foot in our office. We can discuss the process, logistics, and any associated fees in a free consultation (phone or video).

Need more information?

 

An overview of our process can be found here.

 

Answers to frequently asked questions are here.

 

Can’t find the answer on our website? Please do not hesitate to reach out to us here.

 

Ensure your wishes are respected and protected. Start planning today.