Below is a list of the services our remote corporate clerks will provide you with respect to wills and powers of attorney.
Wills and Powers of Attorney
Completing client intake
We will assist you with completing ID verification and the client intake. As part of the client intake, we will help you collect the required information for their matter, including the information of attorneys, executors, guardians, beneficiaries, etc.
01
Preparing draft will and/or power of attorney
We will prepare the draft will and/or power of attorney on the basis of the instructions received from the client for your review and approval.
02
Scheduling the client signing
We will schedule an in-person client signing meeting for you, and prepare the documents for signing. A member of our staff can also assist by appearing as your witness.
03
Preparing the trust ledger and the statement of account
We will prepare the trust ledger as well as your statement of account for the matter for your review and approval.
04
Preparing the reporting letter
We will prepare a draft reporting letter to the client for your review and approval.