04/26/2023
This June will mark our 20th anniversary, and we’ve got some BIG things planned for the coming year.
In the last 20 years, we’ve seen an incredible growth in our Estate Planning and Estate Administration practice. Whether you are ready to create a Will and Powers of Attorney for the first time, or you are looking for a review and update or your current Estate Planning Documents, or you have been appointed as an Executor and are looking for assistance in the Estate Administration process, we continue to focus on providing a comfortable environment and knowledgeable and compassionate staff, who are here to assist clients and support them throughout this process.
Not only do our clients receive a thorough Estate Planning consultation, but at their signing appointment, they receive a folder to store their documents and which also contain a number of additional documents to assist them, and their loved ones. We’ve been hard at work updating and improving the Personal Information Booklet we provide to our clients, and we are so excited to include a Digital/Social Media section, and a section for Personal Health Information. This Booklet is such an amazing tool for our Estate Planning Clients, and is honestly the kindest thing they can do for their Executors and Powers of Attorney to help them be efficient and effective in their appointed roles.
We are also improving the services we provide our Estate Administration clients. We will soon be offering a preliminary meeting with our senior Wills and Estates Clerk, Melanie, for Executors who have just lost a loved one and need to know where to start. At this preliminary meeting, an Executor can obtain Notarial copies of the Will and an Estate Administration booklet for them to complete and return to our office to assist in the completion of their file. We are also working on an expanded information booklet for Executors, with checklists and general estate administration information.
We haven’t forgotten about our Real Estate clients - the last three years have been a challenge in this industry, and the days of “simple” real estate transactions seem to be a thing of the past. Given the complexity and frequent last-minute challenges of real estate files, we have decided to limit the number of real estate files that we take on every month so that we focus on providing an even better client experience. We are developing additional resources for clients closing purchases, sales and mortgages with our office, to help our clients have a less stressful, and more enjoyable, closing.
Our 20 year anniversary is a time for celebration and reflection, and a continued commitment to our clients and our community. It has been such an honour to see the growth in client referrals, and there is no better compliment than when we have clients refer their children (and sometimes grandchildren!) to our office.
As we prepare to enter this milestone year, we want to thank our clients, and the various industry professionals that we work with, and that continue to refer clients to us, and say that we look forward to working together for years to come.
