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REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY PACKETYou can view and print this packet in PDF format, but in order to submit the forms online, which is easier for you, please use the interactive forms INDEX
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| as his/her Codicil to his/her last | ) |
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| present at the same time, who at his/ REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form) ABOUT LAWRENCE S. PASCOEFee Schedule APPENDIXClient Survey Contest |
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| her request, in his/her presence and | ) |
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| hereunto subscribed our names as | ) |
uchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES |
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Change in Will and Powers of Attorney Form (Will link to interactive form) ABOUT LAWRENCE S. PASCOEFee Schedule APPENDIXClient Survey Contest |
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Address ___________________________ |
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| Occupation _________________________ | ) |
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LAWRENCE S. PASCOE
uchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
* This article can only provide a general overview of a legal topic. Readers should consult a lawyer and not simply act on the information provided in this article.
** Copyright Lawrence S. Pascoe, updated December 2008.
ESTATE PLANNING FOR THE AVERAGE CANADIAN
This article discusses in a summary way the many principles of estate planning that the average Canadian should know. The average Canadian is or was married or is living with someone, has children, owns a home, works or is retired and has or will have a family net worth at the time of retirement, with their equity in their home and registered and non registered investments around $500,000. If one has less wealth than that, the principles still apply and can be just as useful. If one’s wealth is more than that, these principles still apply but that person might also benefit from more sophiuchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
A DEFINITION OF ESTATE PLANNING
I have found that there does not seem to be an agreed upon or simple definition of “estate planning”. It is sometimes referred to as “wealth planning” , “tax planning” or “financial planning”. However, I believe estate planning deals with much more than just money, which “wealth”, “tax” and “financial” imply. I suggest that estate planning, no matter what the size of the estate, is a process which is best defined by its goals. The following are my goals of estate planning: (a) one’s assets on death go to the desired and appropriate beneficiaries; (b) the appropriate person or person is appointed to look after one’s estate; ( c) the estate is set up to be administered easily with as few conflicts as possible; (d) the amount of payments that the estate has to pay for taxes, costs and fees are minimized; and (e) what the beneficiaries pay for income tax made from their inheritance isuchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
If one becomes mentally incompetent during one’s lifetime, estate planing allows one’s financial and personal affairs to be managed by the appropriate person or persons in an easy and orderly fashion. My definition does not consider estate planning to be about accumulating wealth during one’s lifetime. That is in the realm of investing, budgeting and tax planning. I am also not including in this article, the tax savings that can be obtained by tax techniques that can be utilized when administering an estate.
TECHNIQUES USED IN ESTATE PLANNING
Though the Will is obviously the cornerstone of an estate plan, many other techniques can and should be used to obtain the estate plan’s goals. I will review these techniques in a very brief way to show how a technique achieves the goals of estate planning. In doing so, I will also discuss when a technique is not appropriate as some techniques improperly used have created more problems than they solve. As this article is simply a brief overview, I will not discuss the specific mechanics of these techniques. Some of that information is found in other articles I have written.
Wills
A Will is a formal written document needed in every estate plan. Unless the Will is in one&rsquchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
Multiple Wills
The use of multiple Wills is useful when a person has assets in many different jurisdictions. Each Will can be submitted to the proper court in each jurisdiction. However, there is another use for having more than one Will. In Ontario since 1992 the case of “Granovsky vs Ontario” confirmed the legality of the practice in Ontario of having a separate Will for asseuchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
Will Substitutes
There are a number of techniques used in an estate plan that are sometimes referred to as Will Substitutes because they take effect on death like a Will. They are mainly used to avoid probate fees as they pass assets to designated persons outside the Will. Some, but not all of them, also reduce the size of the estate to avoid paying claims against the estate. They generally speed up the payment to the beneficiary compared to having the asset distributed pursuant to the Will. However care must be given because improperly used, they create extra expenses and problems on death and problems even before death.
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
The most common Will Substitute is joint ownership . Generally the deceased has a bank account (or sometimes even major investments) registered in their name along with name of one of their adult children. Though this is the deceased’s money, this is generally done for three reasons.
Firstly, to make it easier for the children to make payments on behalf of the individual parent during their lifetime. Secondly, to avoid probate fees as probate fees are not paid on joint assets that have a right of survivorship, and lastly, the individual wants some ready cash available for the executor to pay funeral bills and other expenses upon their death.
However, I suggest that the joint bank account is not a good idea for many reasons. A Power of Attorney will accomplish the same purpose of allowing the child to use the money of the individual during their lifetime. It does not need to be a joint bank account. Secondly, upon one’s death, though the bank will freeze the bank account until probate is obtained, the banks will allow certain expenses of the estate such as the funeral bills and legal fees to be paid out of the deceased’s bank account and therefore, there is money available without having a joint account.
Though prouchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
There are however, other problems that are created by having joint ownership. There is the possibility that the child with whom there is joint ownership, takes the money themselves and uses it for their own benefit. If the child gets divorced, their spouse may argue that the joint account is really their spouse’s and there could be an argument in the divorce proceedings. This is especially common if a cottage is put in joint names with a child. If the child goes bankrupt, the trustee in bankruptcy may argue that the asset is really half owned by the child as opposed to the parent alone.
If a house is put into joint ownership with a child then there uchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
Therefore, in conclusion , it is generally not a good idea to put any assets in joint names with one’s children unless it is done properly and all the possible problems are looked at.
Named Beneficiary
One can name a beneficiary to one’s life insurance, RRSP or RRIFs and in some cases for investments. This is always a good idea between spouses but not always such a good idea with one’s child or children. Though the case of Neufield v Neufield said it may be debatable as to whether the estate or the child should be the beneficial owner, generally the beneficiary is the owner. Often the parent will name one child as the beneficiary of life insurance believing that the child will use that money to pay for the funeral expenses and perhaps distribute the balance among their siblings, however, theuchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
Gifts
Often one will give away assets to one’s children during their lifetime. However, often after the donor dies, there is an argument whether a gift was actually made. The best way to ensure a substantial gift is made is to document the intention that a gift was made by the donor.
Marriage Contracts
A lawyer will review when doing one’s Will what obligations one has to their dependant children and one’s spouse to ensure that the Will satisfies those obligations. If those obligations are debatable or if one does not intend to live up to their obligations, then there should be a Marriage Contract in place to ensure that there is no claim against the estate when the person dies. For further information please see my article on Marriage Contracts.
Loans
Often a parent gives some or auchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
Trusts
Though all estate plans will have a Will and a Continuing Power of Attorney, they may or may not have a trust or trusts. Trusts are useful for a wife variety of estate planning purposes for tax and non-tax purposes. The most common non-tax purpose would be to hold assets for minor children until they reach age of majority or even later. The most common tax purpose would be to income split and reduce probate fees. Both the law of trusts and taxation trusts are very complex. I hope to explain the basic concepts in a future article.
Organizing Estate Information and Instructions
There are millions of dollars in the Bank of Canada for unclaimed bank accounts. There are millions of dollars worth of insurance policies that have never been claimed. The reason is that thuchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
Often if the deceased was not organized and did not keep such a list, the knowledge of an asset only comes to light months later when the annual premium or statement comes in, which might mean that the estate has to be reopened. Without a good system of keeping up to date where the assets are, there is also the worry that the executor never found all of the assets. Therefore, I suggest that there be some process to keep an up to date a list of one’s assets for the executor.
Often without clear instructions from the deceased as to the mode of burial, there is an argument among the children as to the funeral and burial arrangements. Again, the best way to avoid this is to preplan one’s funeral or at least there should be a clear process which sets out what one would like one’s funeral and burial to be. Proper instructions should also be given if one wants to donate their organs on death. Please see my article entitled Preparing for an Easier Administration of an Estate.
Powers of Attorney
A person is allowed to auchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
CONCLUSION
I would suggest that everyone should have a Will and both types of Powers of Attorney. One should plan properly if they use joint ownership, a named beneficiary of a specific asset, gifts, loans and trusts. If they are in a second marriage, they should strongly consider a Marriage Contract, or a Cohabitation Agreement if it is a second relationship. And everyone, to reduce both the financial and emotional costs of administering an estate, should organize their information and instructions that are needed on their death. They should investigate the need in their case for more sophisticated techniques such as multiple Wills , trusts, estate freezes, life insurance and charitable donations. They should also review tuchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
LAWRENCE S. PASCOE
Change of Will and Power of Attorney Client Questionnaire
1. Name : _____________________________________________
2. □ No change of Address, phone or email since did Will and Powers of Attorney with Lawrence Pascoe.
3. New Address: _____________________________________________
New Phone #: _____________________________________________
New email: _______________________uchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
4. Date of original Will: ______________________________________________
5. Which clauses in original Will need to be changed
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
6. What is the new change
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
_uchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
________________________________________________________________________________________________
7. Why are these changes being made:
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
uchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
Will and Power of Attorney Asset Information
(click here to be directed to the interactive form)
Bank Accounts (Please note Bank Name, Branch, Approximate Values and Account Ownership)________________________________________________________
________________________________________________________
________________________________________________________
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________________________________________________________
Stocks, Bonds, Investment Certificates (Please note ownership - whose
name or joint and appoximate values)
________________________________________________________
________________________________________________________
________________________________________________________uchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
________________________________________________________
________________________________________________________
Insurance Company (Please note Beneficiary and approximate values) ________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Pension and Annuities, Registered Retirement Savings Plans, RIF's
Company, Payments from an Estate and approximate values ________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Real Estate (Please note address and ownership and appuchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
Business Interests
________________________________________________________
________________________________________________________
Note: This form is designed for a single person or a couple who have the same assets. If the couple have different interests, please use a separate page to provide the information.
Click here to fill out our Will and Power of Attorney Asset Information on-line.
REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form) Fee Schedule Client Survey Contest
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Resume of Lawrence S. Pascoe
APPENDIX
Will and Power of Attorney Packet Survey (Will link to interactive form)
LAWRENCE S. PASCOE
REVISED WILLS AND POWERS OF ATTORNEY FEE SCHEDULE as of June 15 , 2008
REVISED WILLS & POWERS OF ATTORNEY
To revise a Will originally drafted by Lawrence Pascoe, the fee is $200.00 for first Will and $125.00 for second revised Will of partner made at the same time, provided the change does not require a consultation at the office, but only by way of correspondence and the telephone.
If there is a very minor change to the Will, it may be accomplished by a Codicil (a legal document that only sets out changes in the Will). The client may consider drafting the Codicil themselves following the precedents set out in Lawrence Pascoe's article "Changing Your Will".
If revising the Powers of Attorney at the same time, there is a discount applied to the cost of the Powers of Attorney. To revuchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
The client will receive a new Will, Powers of Attorney and a new Manual containing all the up to date memoranda.
Resume of Lawrence Stephen Pascoe
Email: lspascoe at thepascoedifference.com
Birth Date and Place: October 22, 1949, Touchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
Education
and Professional Qualifications:
- Bachelor of Commerce (Honours), Dalhousie
University(1972)
- Bachelor of Laws, Dalhousie University (1975)
- Ontario Bar Admission Course (1977)
- Family Mediation Training Course (1990)
- Collaborative Lawyers Training Course (2001-2002)
Specific
Areas of Practice:
- Family Law: I advise clients of thuchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
eir rights and obligations when they separate or are thinking of separating from their spouse. The major issues being custody and access, dividing their assets and support for the spouse and children. I also advise my clients about the many processes that may be used to resolve the issue of a separation and I represent them in the process they choose which may include going to mediation meetings or representing them in an arbitration or court hearing.
Will and Power of Attorney Packet Survey (Will link to interactive form)
- Wills and Powers of Attorney: I advise clients on Estate Planning which involves drafting Wills, Powers of Attorneys and Trusts and provide advice on; how to ensure that on their death their assets go to the appropriate desired beneficiary; ensuring that the appropriate person or persons look after the estate; reducing problems and conflicts that may arise in administering the estate; minimizing the amount of payments the estate pays for taxes, costs and court (probate) fees; and inheritance.
- Administration of Estates: I advise the personal representative of an estate (executor) as to what is required to administer the estate and then, as directed by him or her, administer the estate, which might involve applying to the court for the Certuchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
ificate of Appointment (probate), dealing with the assets, paying debts, and accounting to beneficiaries.
Will and Power of Attorney Packet Survey (Will link to interactive form)
Organization
Affiliates:
- Canadian Bar Association
- American Bar Association
- County
of Carleton Law Association
- Law Society of Upper Canada
- Member of Annual Family Law Institute Organizing Committee (1999 to present)
- Member of Collaborative Law Network
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
Teaching
Experience:
Course instructor,
- Algonquin College, Legal
Assistant Program (1978-1980)
Seminar leader,
- Ontario Bar Admission course Family Law (1986)
- Law Society Continuing Education Program on Pensions and Family Law (1988,
1994)
- Ontario Bar Admission Course Practice skills (Family Law),(1989, 1990);
Negotiating Skills (1993, 1996)
- REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
arrow, Arial">Ontario Bar Admission Course; dependent’s relief claims in estates (1988 - 1990)
Will and Power of Attorney Packet Survey (Will link to interactive form)
- Ontario Law Society Continuing Education Program dealing with estate litigation (Dependent's Relief Claims), 1987
- Ontario Law Society Continuing Education Program; marriage contracts
(1987
- 1988)
- Canadian Bar Association Annual Institute Program; Pensions and Family Law
(1989)
- Law Society Continuing Education Program for Legal Secretaries; preparing
Financial statements
- Law Society Continuing Education Program for Family Law Lawyers;
Employment Benefit Clauses (1990)
- Canadian Society for the
Advancement of Legal Technology (1994, 1996)
REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRESChange in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
t>
Will and Power of Attorney Packet Survey (Will link to interactive form)
- Family Law Motions: Practice and Strategy (1994)
- Institute of Family Law, The Life Insurance Clause in Separation
Agreements (1996)
- Federation of Law Societies, The Life Insurance Clause in Separation
Agreements (1998)
- County of Carleton Law Association and Law Society Continuing Education Program, Determining Income of the Self-Employed under the Child Support Guidelines (1999)
- Law Society Continuing Education Program, Basic Management Principles for Lawyers (May 2000)
- Law Society Technology for Lawyers conference, Some Thoughts on Producing and Marketing a Law Firm's Web Site (November 2003)
- Law Society and Ontario Bar Association’s Annual Solo on Small Firm Conference and Expo - Luchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
awyers Can Be Different - Providing Innovative Legal Services (2006)
Will and Power of Attorney Packet Survey (Will link to interactive form)
- Law Society and Ontario Bar Association’s Annual Solo on Small Firm Conference and Expo - Some Thoughts About Using Technology to Market Legal Services (2007)
- Institute of Family Law - Stress Management for Lawyers (2007)
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
Written
Articles (please visit my articles page for an online list):
- Support (unpublished except on Web site)
- Custody and Access (unpublished except on Web site)
- Powers of Attorney (unpublished except on Web site)
uchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRESChange in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
- Changing your Will (unpublished except on Web site)
- Reasons for Having a Will (C.J. Journal South and Women’s Credit
Union Handbook)
- Professional Negligence
and Responsibility Issues for lawyer’s in dealing with Marriage
Contracts (Ontario Law Society Continuing Education Program in 1987
published by Carswell Company in 1988 in a book entitled Marriage
Contracts (1988)
- Administration of Estates (C.J. Journal South)
- Custody and Access
to Children (C.J. Journal South)
- Family Mediation
(O.A.F.M. Newsletter)
- Division of Assets (Clarion Newspaper, April, 1989)
REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRESChange in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
>
Will and Power of Attorney Packet Survey (Will link to interactive form)
- Wills and Minor Children
(Clarion Newspaper, May, 1989)
- Separation and Divorce
(Clarion Newspaper, Sept., 1989)
- Division of Pensions
on Marriage Breakdown (Clarion Newspaper, Jan. 1990)
- Marriage Contracts (Clarion Newspaper, March, 1990)
- Employment Benefits
(Law Society Continuing Education, April, 1990)
- Updating your Will (Clarion Newspaper, Summer, 1990)
- Lawyer Client Relationship (Clarion Newspaper, Autumn, 1990)
- Preparing For An Easier Administration of an Estate (Clarion Newspaper,
Winter 1991)
uchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
- Divorce Mediation (Clarion Newspaper, April, 1991)
- Agreements of Purchase and Sale (Clarion Newspaper, August 1991)
- Lawyer’s Role When Purchasing a Home (Clarion Newspaper, Sept.,1991)
- Lawyer’s Role When Selling a Home (Clarion Newspaper, Oct.,
1991)
- The Legal Process
in Matrimonial Disputes - Part 1
(Clarion Newspaper, Nov., Dec. 1992, Jan. 1993)
- Using Technology
to Improve Marketing of Legal Services
(CSALT Annual Conference, April, 1994)
- Family Law Motions:
Practice and Strategy (Law Society Continuing Education) (June, 1994)
- REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
S, Arial Narrow, Arial">Marketing, Technology & The Sole Practitioner/Small Law Firm
Will and Power of Attorney Packet Survey (Will link to interactive form)
(CSALT Annual Conference, May 1996)
- The Life Insurance
Clause in Separation Agreements
(Family Law Annual Institute, May 1996)
- The Life Insurance Clause in Separation Agreements
(National Family Law Conference, June 1998)
- Determining Income of the Self-Employed under the Child Support Guidelines (Law Society Continuing Education Program, 1999)
- Some Basic Management Principles for Lawyers, Law Society
Continuing Education, May 2000
- Some Thoughts on Producing and Marketing a Law Firm's Web Site (Law Society Technology for Lawyers conference, November 2003)
- Lawyers Can be Different - Providing Innovative Legal Servicesuchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
(Law Society and Ontario Bar Association, April 2006)
Will and Power of Attorney Packet Survey (Will link to interactive form)
- Some Quick Thoughts on Managing Information and Documentation in Family Law Files (CCLA Family Law Institute, June 2006)
- Some Thoughts About Using Technology to Market Legal Services (Law Society and Ontario Bar Association, 2007)
- Stress Management for Lawyers (Institute of Family Law 2007)
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
Survey Contest
Client feedback is necessary to improve the quality of legal services
I provide to my clients. Client surveys are an effective method to obtain
that response. These surveys tell me what the client thinks about the
way I pracuchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
My experience is that people do not like filling out questionnaires. Therefore, I am offering a contest to obtain a good response. Annually on January 31st, I will award a prize of a pair of FREE Ottawa Senators tickets for the best comments on improvements of services, marketing or packets.
You may mail, fax, e-mail, or deliver to our office your completed survey questionnaire. All information and names of respondents will be kept confidential. You do not need to become a client to enter the contest.
I look forward to reading your comments.
uchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRESChange in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
LAWRENCE S. PASCOE
Will and Powers of Attorney Packet Survey
(click here to be directed to the interactive form)
Did you have a will at the time you requested the will packet?
Yes_____ No_____
Why did you request the packet (one or a combination of the following)?
____ (a) you were thinking about making a will for the first time
____ (b) you were thinking of making a new will
____ (c) you wanted general information about wills
____ (d) you wanted information about powers of attorneys
____ (e) you knew that you wanted a will, but were not sure which lawyer to choose
____ (f) you wanted to know Lawrence Pascoe's fee for making a will
____ (g) other ____________________________________
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
Did the packet fulfill your expectations?
Yes_____ No_____
If not, why not?
________________________________________________________
________________________________________________________
What did you think of the packet in general?
(a) ________ excellent
(b) ________ good
(c) ________ fair
(d) ________ poor
Did you read the articles? Yes_____ No____
If not, why not?
(a) Too complicated ______
(b) Not interested _______
(c) Other _____________________________________________
Were the articles:
understandable _____, not understandable _____
Were the articles:
too short _____, too long _____, just right ______
Did you find the articles helpful?
Yes____ , No____
Were the graphics, layout and print of the articles acceptable?
Yes____ , No____
Does it matter that the articles are photocopies and not on higher quality and coloured paper?
Yes____ , No____
uchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
General comments about the articles - questions not addressed.
________________________________________________________
________________________________________________________
________________________________________________________
Did you find the memorandum on cost and procedure helpful?
Yes_____ No_____
If not why not? Do you have any comments on it?
________________________________________________________
Did you like receiving the resume?
Yes_____ No_____
Was there anything else you would have liked to see in the resume?
________________________________________________________
________________________________________________________
________________________________________________________
Did you have problems completing the Will Information Sheet?
Yes ____ No_____
Did you find the cost for preparing a will:
reasonable_____, too high____, too low____.
Comments
________________________________________________________
___________________________________________uchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
Do you intend on making an appointment to make a will?
Yes _____ No_____.
If not, why not?
(a) decided against doing a will ________
(b) cost is too high ______
(c) chose another lawyer____. If so, why?____________________________
(d) other__________________________________________
If you are still considering making a will what is the delay?
(a) waiting to collect information ____
(b) can not make a decision as to
(i) beneficiaries____ (ii) executor _____ (iii) custodians____
(c) other__________________________________________
How did you find out about the packet?
(a) Yellow Pages ___
(b) The Clarion ____
(c) The Kanata Kourier____
(d) Today's Seniors ____
(e) Friend ____
(f) Other ______
If you found out about the packet through an advertisement what did you think of the ad?
________________________________________________________
________________________________________________________
________________________________________________________
REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
If you found out about the packet from an advertisement, how many times did you see the ad before you replied?
Once__________, Twice__________, More than twice__________
What do you think about the idea of the survey contest?
(a) good idea ____
(b) bad idea ______
(c) Comments
________________________________________________________
________________________________________________________
________________________________________________________
Do you have any other comments?
________________________________________________________
________________________________________________________
________________________________________________________
Name
________________________________________________________
Address
________________________________________________________
________________________________________________________
Home Phone Number
________________________________________________________
Work Phone Number
uchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
E Mail Address
________________________________________________________
Date
________________________________________________________
Click here to fill out our Will and Powers of Attorney Packet on-line.
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Principles | Articles |
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Information | News & Views| uchet MS, Arial Narrow, Arial">REVIEWING & CHANGING YOUR WILL & POWER OF ATTORNEY QUESTIONNAIRES
Change in Will and Powers of Attorney Form (Will link to interactive form)
Will and Power of Attorney Asset Information Form (Will link to interactive form)
ABOUT LAWRENCE S. PASCOE
Fee Schedule
Resume of Lawrence S. Pascoe
APPENDIX
Client Survey Contest
Will and Power of Attorney Packet Survey (Will link to interactive form)
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