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647-812-8462

     

  • ABOUT
  • WHAT WE DO
    • REAL ESTATE
    • WILLS & ESTATES
    • IMMIGRATION
    • FAMILY LAW
    • BUSINESS
    • NOTARY SERVICES
  • PRICE LIST
  • SERVICE AREAS
    • OAKVILLE
    • BURLINGTON
    • MILTON
  • BLOG
  • CONTACT
  • ABOUT
  • WHAT WE DO
    • REAL ESTATE
    • WILLS & ESTATES
    • IMMIGRATION
    • FAMILY LAW
    • BUSINESS
    • NOTARY SERVICES
  • PRICE LIST
  • SERVICE AREAS
    • OAKVILLE
    • BURLINGTON
    • MILTON
  • BLOG
  • CONTACT
logologo

647-812-8462

     

  • ABOUT
  • WHAT WE DO
    • REAL ESTATE
    • WILLS & ESTATES
    • IMMIGRATION
    • FAMILY LAW
    • BUSINESS
    • NOTARY SERVICES
  • PRICE LIST
  • SERVICE AREAS
    • OAKVILLE
    • BURLINGTON
    • MILTON
  • BLOG
  • CONTACT
logologo

     

647-812-8462

  • ABOUT
  • WHAT WE DO
    • REAL ESTATE
    • WILLS & ESTATES
    • IMMIGRATION
    • FAMILY LAW
    • BUSINESS
    • NOTARY SERVICES
  • PRICE LIST
  • SERVICE AREAS
    • OAKVILLE
    • BURLINGTON
    • MILTON
  • BLOG
  • CONTACT

LAST WILL AND TESTAMENT & POWER OF ATTORNEY INSTRUCTIONS

If you would like to proceed with the preparation of Wills and/or Powers of Attorney with our office, simply submit this completed form along with a retainer payment as requested in a separate email. Please note that only one form needs to be completed between spouses (if applicable).

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TESTATOR NAME(S)
(if any)
(if any)

CONTACT INFORMATION
I/We recognize and accept the risks associated with communicating by email, including (but without limitation) the lack of security, unreliability of delivery, and possible loss of confidentiality and privilege. My/Our initials below authorize you to communicate and forward documents to me/us via email and understand that you accept no responsibility or liability in respect of risk associated with its use.

PARTICULARS OF TESTATOR 1
//
Date of Birth
Citizen of:
Are you a citizen of another country?

PARTICULARS OF TESTATOR 2
//
Date of Birth
Citizen of:
Are you a citizen of another country:

Please Indicate Your Current Marital Status
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//
//
//
//
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PARTICULARS OF THE ESTATE

Real Estate

Manner of Title
Manner of Title
Details of Real Estate outside this province

Bank Accounts

Safety Box Location
Details of Content

RRSPs

Pension Plans

Plan 1

//
Retirement Date

Plan 2

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Retirement Date

Term Deposits/Bonds/Securities

Life Insurance

(1)

(2)

(3)

(4)

NOTE:

If there are named beneficiaries in the life insurance policy(ies) or RRSP(s), the beneficiary designations over-ride the terms of the Will, unless the Will specifically states otherwise. If you want the terms of your Will to govern, the named beneficiary(ies) in the insurance policy and/or RRSP should be set out as "My Estate".

PERSONAL PROPERTY

(i.e. Vehicles, boats, jewellery, artwork, antiques, etc.)

Particulars of Debts

Business Interests

Why do we ask for this? Depending on the value of the business it may be recommended to prepare Primary and Secondary Wills

(1)

(2)


EXECUTOR(S) (also referred to as Estate Trustee)

(1) First Executor

(2) Second Executor

ALTERNATE EXECUTOR(S)

(1) First Alternate Executor

(2) Second Alternate Executor


BENEFICIARIES

(1) First Child

Spouse Name

(2) Second Child

Spouse Name

(3) Third Child

Spouse Name
Is any of the above children not your biological child?
Do any of your children have a physical or mental disability?

(1) Other Beneficiary

(2) Other Beneficiary


PARTICULARS OF BEQUEST, DEVISE OR LEGACY (specific property or monetary gifts)

(1)

(2)

NOTE: In some instances where an individual would like to leave personal possessions or property to specific individuals (such as jewellery, furniture, collections, etc.) it is more appropriate to incorporate by reference a handwritten memorandum to your Will.

DISTRIBUTION OF CHILD'S SHARE (IF ANY)
Capital Is Distributed as Follows: (Example: Deliver 1/3 to children at age 21, Deliver 1/3 to children at age 24, Deliver balance to children at age 28)

GUARDIAN(S) FOR INFANT CHILDREN (under 18 years of age)

FAMILY DISASTER INSTRUCTIONS

ADDITIONAL COMMENTS

BURIAL INSTRUCTIONS
Special instructions regarding funeral, cremation or burial instructions are best handled by a letter of instruction (separate from your will) to your family or other responsible person.

AUTHORIZATION
I understand that a Last Will and Testament and Powers of Attorney are legal documents that will have a binding effect only when properly signed and witnessed (by two witnesses that are not related to me). I understand that draft documents will be prepared by your office using the information provided on this intake form. By submitting this form I authorize Beffa Law to prepare my Last Will and Powers of Attorney and to invoice me for professional services rendered, even if I decide not to proceed with the execution of my Last Will and/or Powers of Attorney. I understand that the completion of this form DOES NOT constitute a valid Last Will or Power of Attorney.

Beffa Law Professional Corporation

Real Estate
Wills & Estate
Immigration
Family Law
Business & Corporate
Notary Services

Service Areas:

Burlington
Milton
Oakville

Contact Us:

Phone: 647.812.8462
Fax: 647.697.2424
Email: info@beffalaw.ca

Visit Us:

231 Oak Park Blvd
Suite 301, 3rd Floor
Oakville, ON
L6H 7S8
Copyright © 2021 - BEFFA LAW
All the information presented on this site must be regarded as general information and  not legal advice. Every case is different, so please contact us to assess your particular situation. A solicitor-client relationship will be established only after we’ve determined that there is no conflict of interest.
Contact Us
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Check all that applies
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TITLE TRANSFER
  • Complete the required documents and gather the supporting documents
  • Obtain appropriate legal advice for the tax and other implications of the title transfer
  • Review the forms for completeness and accuracy
  • Perform title searches
  • Obtain title insurance
  • Update the contents and fire insurance policy
  • Update ownership records in the utility bills
  • Advise current mortgage lender of the title changes
  • Get the title change documents registered and report them to the clients
  • Send information to the city’s tax department and condo property management of changes in ownership

CLOSING COSTS NOT INCLUDED IN FEES

  • Software & conveyancing charges $75+HST;
  • Flat disbursements cost $125+ HST  includes one title search
  • Registration Fee $78.79
OCCUPANCY
  • Acting for you in matters relating to your purchase of the property
  • Review the Agreement of Purchase and Sale
  • Conduct and review title searches for any defects in the title Submit requisitions on the title and review the responses
  • Search for arrears of taxes and obtaining a certificate
  • Confirm that utilities were in satisfactory standing and arranging for meters be read
  • Search for executions
  • Examine the draft deed
  • Review the statement of adjustments
  • Reviewing the documentation provided by the builder including warranties, declarations and vendor’s and purchaser’s undertakings, and verifying enrolment with Tarion Warranty Corporation
  • Draft documents and statements in accordance with Land Transfer Tax Act
  • Correspondence with the Condominium Corporation and obtain a Status Certificate and Certificate of Insurance and review the same
  • Meet with client to explain and sign all legal documents
  • One in person appointment or remote signing on zoom
  • Close the transaction and securely transfer funds
  • Register transfer

CLOSING COSTS NOT INCLUDED IN FEES

  • Software & conveyancing charges $125+HST;
  • Flat disbursements cost $225+ HST  includes one title search
REFINANCE
  • Review mortgage instructions for refinancing.
  • Conduct and review title searches for any defects in the title.
  • Conduct and review writ searches and execution searches.
  • Secure title insurance and all correspondence with the title insurance company.
  • Review mortgage instructions.
  • Draft all mortgage documents
  • Register mortgage documents.
  • Extensive correspondence with the lenders and banks.
  • Receive mortgage funds.
  • Review certificate of insurance.
  • Meet with client to explain and sign all legal documents
  • Close the refinance transaction and securely transfer the funds
  • Register mortgage on title
  • Open the refinance file and access to client portal
  • Report to client, lender & realtor about closing
  • One in person appointment or remote signing on zoom
  • After office hours appointment.

CLOSING COSTS &  NOT INCLUDED IN FEES;

  • Title Insurance (as per Invoice) – CALCULATE
  • Registration Costs/ per Mortgage $78.79;
  • Software & Conveyancing Charges $270 + HST;
  • Flat disbursements cost $240 + HST title searches, writ searches, execution searches, bank charges, courier charges etc.
SALE
  • Review mortgage instructions for refinancing.
  • Conduct and review title searches for any defects in the title.
  • Conduct and review writ searches and execution searches.
  • Secure title insurance and all correspondence with the title insurance company.
  • Review mortgage instructions.
  • Draft all mortgage documents
  • Register mortgage documents.
  • Extensive correspondence with the lenders and banks.
  • Receive mortgage funds.
  • Review certificate of insurance.
  • Meet with client to explain and sign all legal documents
  • Close the refinance transaction and securely transfer the funds
  • Register mortgage on title
  • Open the refinance file and access to client portal
  • Report to client, lender & realtor about closing
  • One in person appointment or remote signing on zoom
  • After office hours appointment.

CLOSING COSTS  NOT INCLUDED IN FEES

  • Title Insurance (as per Invoice) – CALCULATE
  • Registration Costs/ per Mortgage $78.79;
  • One Mortgage payout with a Tier 1 bank $200+HST
  • Software & Conveyancing Charges $225+HST;
  • Flat disbursements cost $275+HST includes one title search
PURCHASE
  • Review the Agreement of Purchase and Sale.
  • Conduct and review title searches for any defects in the title.
  • Submit requisitions on the title and review the responses.
  • Conduct and review writ and execution searches.
  • Secure title insurance and all correspondence with the title insurance company.
  • Examine draft transfer deeds and draft closing documents.
  • Review the statement of adjustments.
  • Draft documents and statements in accordance with Land Transfer Tax Act.
  • Draft documents to apply for first-time home buyer rebate for the client.
  • Correspondence with the lender and banks.
  • Review the certificate of insurance.
  • Meet with client to explain and sign all legal documents
  • Close the purchase transaction and securely transfer funds
  • Register transfer
  • Report to client, lender & realtor about closing
  • One in person appointment or remote signing on zoom
  • After office hours appointment

CLOSING COSTS NOT INCLUDED IN FEES

  • Land Transfer Tax –  CALCULATE
  • Title Insurance (as per invoice) – CALCULATE
  • One Mortgage with a Canadian Tier 1 bank $300+HST
  • Registration per transfer and per mortgage $78.79 each;
  • Software & conveyancing charges $225+HST;
  • Flat disbursements cost $275+ HST  includes one title search