Personal Planning

Our notaries can assist you in your estate planning:

A Will is a legal document that sets out what happens to your estate when you pass away. It names your executor, outlines who receives your assets, and can include guardian wishes for minor children. A properly prepared Will helps reduce confusion and makes the process smoother for your family.

An Enduring Power of Attorney authorizes someone you trust (your “attorney”) to manage your legal and financial affairs—either now, or if you become incapable of managing them yourself. This can include banking, bill payments, property matters, and signing documents on your behalf.

A Representation Agreement appoints someone (your “representative”) to help make health care and personal care decisions if you can’t communicate or make decisions for yourself. It’s often an essential part of planning ahead for unexpected illness or injury.

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Personal Planning in Nanaimo – Start Here

Personal planning is about making sure the right person can step in if something unexpected happens—and making your wishes clear ahead of time. If you’re unsure where to begin, this page will help you understand which document you need and what to expect.

Which document do I need?

You likely need a Will if:

You want to choose who receives your assets
You want to name an executor
Your family situation has changed (marriage, separation, children, new home)

You likely need an Enduring Power of Attorney if:

You want someone to help with financial/legal decisions if you’re unavailable or incapable
You own property, run a business, or support family members financially

You likely need a Representation Agreement if:

You want someone to make health/personal care decisions if you can’t
You want to reduce uncertainty for your family during a health event