top of page
  • How to choose an Agent?
    Ask in advance if a person would be willing to act on your behalf, please note Agent must be over 18 years of age. Choose an alternate Agent in case your first Agent cannot act for you. Consider if the person is trustworthy, responsible and knows you well enough to understand and interpret your directions. Will make sure you have everything you need and has a good understanding of your wishes, beliefs and values so they can better represent you. You can have one Agent or more. They can act together (jointly), or you can have them act separately as well as together (severally and jointly). If you have more than one Agent acting at a time, how would you want to solve any disagreements? Be aware that naming multiple Agents may make things more complicated. Have a conversation with your Agent and be sure to make notes.
  • What should I do with my Personal Directive once completed?
    Put in a safe place, be sure to let your Agent know where for quick access when needed. Give an original signed copy to your Agent, but document who you give copies to. You may wish your doctor to have a copy. You can register a copy with the Alberta Personal Directives Registry. Health care professionals will be able to access it more quickly. >>> https://open.alberta.ca/publications/personal-directive-registry
  • Does marriage or divorce void a Personal Directive?
    No. Please review and keep up to date.
  • How and when does my Personal Directive take effect?
    When you have been declared mentally incapacitated by your Agent and a Physician, and both parties have signed a Declaration of Incapacity Form.
  • An Agent’s Responsibilities?
    Confirm that the Personal Directive is in effect. Consult with you. Follow instructions provided by you in your Personal Directive. If there are no clear instructions relevant to a particular situation, make the decision they feel you would make based on the knowledge of your wishes, beliefs and values. If they do not know your wishes, beliefs, and values, make a decision based on your best interests. Keep a record of all personal decisions made for the duration of your incapacity, and for two years after.
  • How long does a Personal Directive Last?
    Until you die. You revoke it. You regain capacity. A court determines that it ceases to have effect. Your Agent dies or quits.

THE WILL

A LIFELINE FOR THE AFTER LIFE

Your Will is the document in which you explain what you want done with your Estate, name who  is to administer your estate (Executor), designate guardianship of your dependents - pets included, and state your wishes in regards to burial preferences and arrangements. Your Estate consists of personal belongings, money, investments, digital assets and other assets that you own or have an interest in.

 

The purpose of the Will is to pass on your assets and personal belongings to your loved ones or others according to your wishes, and with as few problems as possible. Many think what do I have? But personal belongings can hold a great deal of sentimental value to those you leave behind. 

 

In Canada, if you should die without having a Will, it is referred to as “intestate" and there are provincial laws that determine the division of your estate - do not assume that a spouse or Adult Interdependent Partner (AIP) will inherit everything. Without a Will, you do not have an executor. Therefore, someone must be appointed to act as an administrator of your estate creating delay, expense, frustration, and even loss. You should make a Will if you want to decide what happens to your estate when you die, rather than have decisions made that may be the farthest from your wishes as possible.

 

If you do not have a Will in place and you have children, it will be up to a member of your family to apply to the Court to obtain guardianship of them, a costly and not always successful process. Meanwhile the Public Guardian (the government) may be involved in your children's personal lives. Any parent knows how important it is to make sure that your children would be in the hands of someone you want.

 

Above all, if no Will is in place, the process of appointing guardianship of your children and of distributing your estate becomes a much more difficult, lengthy, and expensive process. A Will is your legal power to save your family stress, time, money, and ensure that your belongings end up in the right hands.

cruising down the road of life 1.jpg

Single

rose-elena-t-yS6sy0Zk8-unsplash 2.jpg

Family

pexels-photo-886616.jpeg

Peace of Mind

Couple Walking Green trees.jpg

Together

harley-davidson-BW9ki_tmouE-unsplash 2.j

PEP

discovering-film-19z35H2czAM-unsplash_ed

Forever

  • How to choose an Agent?
    Ask in advance if a person would be willing to act on your behalf, please note Agent must be over 18 years of age. Choose an alternate Agent in case your first Agent cannot act for you. Consider if the person is trustworthy, responsible and knows you well enough to understand and interpret your directions. Will make sure you have everything you need and has a good understanding of your wishes, beliefs and values so they can better represent you. You can have one Agent or more. They can act together (jointly), or you can have them act separately as well as together (severally and jointly). If you have more than one Agent acting at a time, how would you want to solve any disagreements? Be aware that naming multiple Agents may make things more complicated. Have a conversation with your Agent and be sure to make notes.
  • What should I do with my Personal Directive once completed?
    Put in a safe place, be sure to let your Agent know where for quick access when needed. Give an original signed copy to your Agent, but document who you give copies to. You may wish your doctor to have a copy. You can register a copy with the Alberta Personal Directives Registry. Health care professionals will be able to access it more quickly. >>> https://open.alberta.ca/publications/personal-directive-registry
  • Does marriage or divorce void a Personal Directive?
    No. Please review and keep up to date.
  • How and when does my Personal Directive take effect?
    When you have been declared mentally incapacitated by your Agent and a Physician, and both parties have signed a Declaration of Incapacity Form.
  • An Agent’s Responsibilities?
    Confirm that the Personal Directive is in effect. Consult with you. Follow instructions provided by you in your Personal Directive. If there are no clear instructions relevant to a particular situation, make the decision they feel you would make based on the knowledge of your wishes, beliefs and values. If they do not know your wishes, beliefs, and values, make a decision based on your best interests. Keep a record of all personal decisions made for the duration of your incapacity, and for two years after.
  • How long does a Personal Directive Last?
    Until you die. You revoke it. You regain capacity. A court determines that it ceases to have effect. Your Agent dies or quits.
bottom of page