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ONTARIO ESTATE LAW SERVICES

 

YOUR TRUSTED SOURCE FOR ESTATE LAW AND WILLS IN ONTARIO

WE DO HOUSE CALLS

 




WELCOME TO MCNAMARA LAW SERVICES



WILLS        PROBATE        TRUSTS  

 

POWERS OF ATTORNEY

 

AND MUCH MORE.

COVID-19 UPDATE: We are OPEN and MOBILE



During these uncertain times, McNamara Law remains OPEN for business and
committed to providing you with our full range of mobile services. 

 

Because all of our services, including the preparation of Wills, Powers of
Attorney, Probate Applications and Notary services, have always been MOBILE, the
shift to social distancing is seamless for us and more importantly, for our
clients. 

 

Most of our meetings and communications can be facilitated virtually and if we
need to meet in person, appropriate physical distancing and the wearing of masks
and gloves by our team will be in place in order to protect those in our
community and avoid the transmission of COVID-19. 

 

In addition, we can prepare all of your estate planning documents on an
emergency basis if needed, as part of our Priority Service. 

 

We welcome the opportunity to be of service to you and offer you peace of mind
during these challenging times.

ESTATE PLANNING SERVICES

At McNamara Law we understand how important it is to engage our clients in the
estate planning process, whether their estates are straightforward or very
complex. Each client is unique and we take the time to create a customized
estate plan together.

 

Depending on the personal circumstances of our clients, estate planning
discussions may include the following topics: 



 * PERSONAL CIRCUMSTANCES & FAMILY DYNAMICS;

 * REGISTERED ASSETS & INSURANCE POLICIES; 

 * FOREIGN EXECUTORS, BENEFICIARIES AND/OR ASSETS;

 * IMPACT OF MARRIAGE, DIVORCE AND DEATH;

 * DEPENDENT SUPPORT CLAIMS;   

 * CORPORATE SHARES;

 * PHILANTHROPIC INTENTIONS;

 * BUSINESS SUCCESSION PLANNING;

 * FARM PROPERTY;

 * TESTAMENTARY TRUSTS;

 * CARE OF MINOR CHILDREN, ADULT DEPENDENTS & PETS; AND

 * OTHER CIRCUMSTANCES WHICH MAY IMPACT ESTATE PLANS.

 

Most clients need a Will and Powers of Attorney to complete their estate plans.

 

In our view, it is absolutely paramount that clients understand what they are
signing and how their documents achieve their objectives down the road. Most
importantly, we give our clients peace of mind knowing they have a sound estate
plan in place.

 

WHAT IS A WILL?

A Will is a document that disposes of someone’s assets after their death. If
someone dies without a valid Will, the relevant intestacy legislation applies
which could result in unintended consequences. Our clients have the freedom to
decide what happens to their assets after they are gone, ensuring their loved
ones are taken care of according to their wishes.

 

WHAT IS A POWER OF ATTORNEY FOR PROPERTY?

A Power of Attorney for Property grants someone the authority to manage a
person’s financial affairs, which may include but is not limited to, dealing
with bank accounts, investments, bill payments, tax returns, real estate and
other financial products and/or services. 

 

WHAT IS A POWER OF ATTORNEY FOR PERSONAL CARE?

A Power of Attorney for Personal Care grants someone the authority to make
health care decisions on behalf of a person. This may include but is not limited
to, dealing with health care practitioners, long-term care facilities and loved
ones. Clients may wish to incorporate a Living Will into their document, which
provides their attorney with guidance on health care decisions.

 

We help our clients consider the best options in the event of their incapacity. 
We work with our clients to help them select an appropriate attorney to manage
their affairs if they are no longer able to do so.  

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"ERIN THANK YOU AGAIN FOR TAKING THE TIME WITH MY MOTHER. SHE VERY MUCH
APPRECIATED YOUR TIME AND ADVICE. I KNOW THAT SHE WILL BE SINGING YOUR PRAISES
TO ALL OF HER NEIGHBOURS AND FRIENDS."                                          
                                                  - JOHN L., OTTAWA

PROBATE 

(Certificates of Appointment of Estate Trustee)

The executor or estate representative is responsible for obtaining a Certificate
of Appointment from the court, which confirms their authority to administer an
estate.

 

The application process for a Certificate of Appointment can be onerous and
lengthy and is subject to court supervision and audit.   It’s critical that
filing is done accurately and within the prescribed timelines. By assisting our
clients with the application process, we help ease the administrative burden
they are facing – a welcome relief during a difficult and busy time in their
lives.  

 

NOTARY PUBLIC AND COMMISSIONING SERVICES

We provide the following Notary Public & Commissioning services:   

 * Notarial copies of original documents

 * Administration of Oaths for Affidavits

 * Administration of Oaths for Statutory Declarations

 * Guarantor for passport applications

 * Consent to travel letters for children

 * Witnessing of legal agreements

 

We provide mobile notary services between 9:00 am – 5:00 pm, Monday – Friday. We
can accommodate clients outside of these times upon request. 

 

ESTATE PLANNING SEMINARS

Estate planning is an area of law that is becoming increasingly complex.
Understanding all the moving parts is key to creating a solid estate plan.

 

At McNamara Law, we provide educational seminars that help you navigate through
the complexity and understand what you need to consider when planning your
estate.

 

Some topics included are:

 * Appointing an appropriate Executor

 * Ways to minimize probate fees

 * Ways to minimize estate taxes

 * Effective use of trusts

 * What happens if you don’t have a Will

 * Foreign assets

 * Foreign beneficiaries

 

The key to successful estate planning is having the correct  knowledge to make
informed decisions. Knowledge is power - contact us today to book your seminar. 

ALL OF OUR SERVICES ARE CONVENIENTLY MOBILE - WE'LL COME TO YOU! 

Serving Eastern Ontario, including: Ottawa, Orleans, Rockland, Embrun, Russell,
Navan, Hawkesbury, Vankleek Hill, Pembroke, Cobden,
Cornwall, Kanata, Kemptville, Merrickville, Carleton Place, Brockville, Smiths
Falls, Almonte, Perth, Arnprior, Renfrew, and Prescott. 

 

Serving the GTA, including: Toronto, Oakville, Burlington, Etobicoke,
Mississauga, Brampton, Vaughan, Richmond Hill, Markham, Pickering, Ajax. Whitby,
Oshawa, Scarborough, Hamilton, and Port Hope. 

ERIN MCNAMARA 

BARRISTER & SOLICITOR

Erin McNamara is a graduate of Queen’s Faculty of Law and is a member in good
standing of the Law Society of Ontario, County of Carleton Law Association and
Ottawa Estate Planning Council.  



In addition to her law practice, Erin is a Professor at University of Ottawa,
Faculty of Law, where she teaches Wills and the Law of Succession. Erin formerly
served on the Board of Directors of Reach Canada, and continues to provide pro
bono services for the organization. Erin also regularly presents seminars
on estate planning topics for various organizations. 

 

In her spare time, Ms. McNamara enjoys performing with Murder Mystery Ottawa and
BigTIme Murder Productions.  

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McNamara Law Services, 38 Auriga Drive, Suite 200  Ottawa, ON  K2E 8A5.        
                          © 2020 by McNamara Law

In the Ottawa area (613) 691-1020    Toll free 1-866-774-8884  
 Erin@McNamaraLawServices.com

 


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