Disclaimers

Important Disclosures & Disclaimers for Legal Services

Before engaging with the services offered at Woodstone Law, it is essential for all our clients to be fully aware of and understand several key disclaimers. These disclaimers are in place to ensure transparency and clarity in our legal engagement. We strongly encourage all potential clients to thoroughly read and comprehend the following disclaimers, as they outline important aspects of our service, including the scope of our advice, confidentiality commitments, and the dynamic nature of legal regulations. This understanding is fundamental to establishing a well-informed and effective attorney-client relationship. We encourage clients to approach our services with these considerations in mind.

  • Confidentiality Assurance

    It is essential for clients to provide complete and candid disclosure to their legal counsel. This level of transparency is crucial for the accurate evaluation of your case, enabling us to devise the most effective strategy and plan tailored to your specific needs. As reiterated in our Retainer Agreement, we at Woodstone Law are committed to maintaining the confidentiality of all information shared with us. The confidentiality of your information is a cornerstone of our professional duty, and it will be upheld unless you provide explicit or implicit authorization for disclosure, or in circumstances where disclosure is mandated by law, requested by our insurers, ordered by the Court, or necessary for debt collection purposes. This commitment underscores our dedication to preserving the trust and integrity essential in the attorney-client relationship.

    Mandatory Full Disclosure and Supporting Documentation Requirements for the Firm

    At Woodstone Law, we recognize that providing compliance documents and detailed information can be a demanding task. Nonetheless, these measures are crucial for safeguarding your interests. They play a vital role in ensuring that your Will is executed as per your desires, maintaining testamentary freedom, and minimizing the risk of it being deemed invalid or subject to modifications due to legal challenges.

    Accurate and comprehensive disclosure is essential for us to evaluate any legal ramifications effectively. Our legal advice is based entirely on the information you provide and may be subject to change if new details emerge. Therefore, it is of utmost importance that you provide all relevant facts and maintain transparency in your communications with us. Our ability to deliver optimal legal services hinges on having your complete trust and being fully informed. We specifically request that you provide us with all accessible information that could assist in managing your case.

    In certain circumstances, additional steps may be necessary to protect your wishes from future legal challenges. These may include extra meetings, supplying supplementary information, completing additional questionnaires, or providing corroborative documents. Such measures, due to their additional labor and time requirements, may incur extra fees. Should this be the case, we will inform you and obtain your confirmation before proceeding.

  • Fee Adjustment for Customized Requests

    At our law firm, we strive to maintain transparency and clarity in our pricing structure, particularly regarding the creation and management of wills and powers of attorney. It is important for our clients to understand the nuances of our billing process, which is designed to reflect the complexity and individuality of each legal service we provide.

    Our firm offers a range of wills and estate planning services at standard rates. These rates apply to services that do not require significant deviation from our typical templates and processes. In instances where clients request specific customizations or have requirements that lead to Complex or Uneven Distribution Wills and Powers of Attorney, separate and distinct fee quotes will be provided. This policy is in place because customized or complex documents often require additional legal expertise, more in-depth consultations, and a greater time commitment to ensure that they accurately reflect the unique needs and wishes of our clients.

    Upon your request for such customizations, our legal team will conduct a thorough assessment of the required changes. This assessment will consider factors such as the intricacy of the estate, distribution plans, the number of beneficiaries, and any special conditions or trusts that need to be established. Following this assessment, we will provide a detailed fee quotation. This quote will outline the costs associated with drafting and finalizing the customized documents. We ensure that our clients receive a comprehensive breakdown of fees, highlighting the aspects of customization that influence the overall cost. Before proceeding with any customized legal work, we require confirmation and agreement from you, the client, regarding the provided fee quote. This step ensures that you are fully informed and comfortable with the pricing structure and the scope of the services being offered.

    Clients should also be aware that changes to the scope of work, after the initial agreement, may result in additional fees. These could arise from further customization requests, additional legal consultations, or changes in the complexity of the estate planning process. We remain committed to providing high-quality legal services at competitive and fair prices. Our goal is to ensure that you, as our client, feel confident and satisfied with the legal support provided, particularly in such crucial areas as wills and estate planning.

    By understanding and acknowledging these pricing disclaimers, clients can engage with our legal services with a clear perspective on the potential costs and the value of the services we offer in wills and estate planning.

    Notice to Adult Children Seeking Will and POA Services for their Elderly Parents

    In situations where adult children contact Woodstone Law for estate planning services on behalf of their elderly parents, it is important to note that our firm strictly adheres to the law society's rules and our own policy regarding confidentiality. Legal discussions are exclusively conducted with the client themselves, ensuring that all communications and meetings are confidential and held solely with the client.

    Should both you and your parent decide to engage our services, each party will be treated as an individual client. Consequently, we will discuss your legal matters independently with you, and separately with your parent regarding theirs. We appreciate your understanding in this matter.

    To adhere to these confidentiality protocols, we kindly request that you provide us with your parent's direct contact information (phone number and email) that is solely accessible by them. Please email this information to Woodstone Law. We will then initiate contact with your parent directly.

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  • At Woodstone Law, we offer a spectrum of family law services, catering to a variety of needs with our standard rate structure designed for less complex cases. We recognize, however, that family law matters can evolve, necessitating a more customized approach. In such instances, where the scope of work extends beyond the initial parameters, clients may incur additional fees. These additional charges could stem from unique customization needs, more extensive legal consultations, or an increase in the complexity or time dedication to the case.

    Our dedicated team is prepared to provide individualized fee estimates for cases that require specialized attention, acknowledging that intricate legal matters demand a deeper level of expertise and commitment. At Woodstone Law, our commitment is to deliver top-tier legal services at competitive prices. We strive to ensure our clients are fully satisfied and confident in the legal support we provide, particularly in the nuanced area of family law. It is our goal to maintain transparency in our pricing while upholding the highest standards of legal service, ensuring that our clients are well-informed and comfortable throughout their legal journey.

Notice to Adult Children Seeking Will and POA Services for their Elderly Parents

In situations where adult children contact Woodstone Law for estate planning services on behalf of their elderly parents, it is important to note that our firm strictly adheres to the law society's rules and our own policy regarding confidentiality. Legal discussions are exclusively conducted with the client themselves, ensuring that all communications and meetings are confidential and held solely with the client.

Should both you and your parent decide to engage our services, each party will be treated as an individual client. Consequently, we will discuss your legal matters independently with you, and separately with your parent regarding theirs. We appreciate your understanding in this matter.

To adhere to these confidentiality protocols, we kindly request that you provide us with your parent's direct contact information (phone number and email) that is solely accessible by them. Please email this information to Woodstone Law. We will then initiate contact with your parent directly.

Confidentiality Assurance

It is essential for clients to provide complete and candid disclosure to their legal counsel. This level of transparency is crucial for the accurate evaluation of your case, enabling us to devise the most effective strategy and plan tailored to your specific needs. As reiterated in our Retainer Agreement, we at Woodstone Law are committed to maintaining the confidentiality of all information shared with us. The confidentiality of your information is a cornerstone of our professional duty, and it will be upheld unless you provide explicit or implicit authorization for disclosure, or in circumstances where disclosure is mandated by law, requested by our insurers, ordered by the Court, or necessary for debt collection purposes. This commitment underscores our dedication to preserving the trust and integrity essential in the attorney-client relationship.

Fee Adjustment for Customized Requests

For clients seeking personalized adjustments to their Wills and Powers of Attorney, our firm will provide specific fee quotes tailored to these customization requests. This approach ensures transparency in pricing and allows clients to make informed decisions based on the extent and nature of the customizations desired. Each modification request will be evaluated individually, and the corresponding fee will reflect the complexity and scope of the work involved. Our aim is to provide clear and upfront cost information, enabling clients to understand the financial implications of their bespoke legal requirements.

Get in Touch with Our Team

Connect with our experts at Woodstone Law for a comprehensive consultation tailored to your estate planning needs. Our dedicated staff is committed to understanding your unique requirements and providing clear, actionable advice. We focus on delivering personalized solutions to ensure your estate is managed according to your specific wishes, guiding you through every step of the process. We invite you to schedule an appointment with us so that we can help you in the best possible manner!

Receive Your Retainer Package

Upon agreeing to proceed, you will be provided with our retainer package accompanied by an in-depth questionnaire. This questionnaire is structured to gather essential background information pertinent to your estate planning requirements. We kindly request that you meticulously review the contents of the retainer package, duly sign the requisite agreements, and carefully complete the questionnaire regarding your estate and personal directives and wishes.

Our Process

Finalizing Your Documents

Upon your approval of the drafts, we will arrange a meeting, either in-person or virtual, at your convenience. During this scheduled session, a lawyer will oversee the formal signing and completion of your estate documents. You will be provided with both the original signed copy of the documents as well as with an electronic version for your records. Additionally, within two weeks following the signing, you will receive a comprehensive report of the services completed and future recommendations.

Document Preparation and Review

Following the submission of the questionnaire and the remittance of the retainer fee, we will allocate a period of two weeks to thoroughly review and prepare your estate documents. An electronic draft of these documents will be made available to you for your thorough review. Should you have any inquiries or wish to request modifications, please inform us and we will complete the changes. We are committed to refining the documents to accurately reflect your intentions.

A Firm That You Can Trust

“We firmly believe in the importance of timely estate planning. Whether you've recently entered the property market, are overseeing a significant portfolio and a growing family, or are anywhere in between, future planning is vital. At Woodstone Law, we're committed to working with you to craft a will that precisely reflects your individual needs and goals.

Our thorough estate planning services include a suite of essential documents: a Last Will and Testament, Power of Attorney for Property, and Power of Attorney for Personal Care. Additionally, our services extend to addressing probate concerns, ensuring a smoother transition of your estate to your beneficiaries. This comprehensive strategy guarantees that your estate, assets, and personal health directives will be managed in line with your specific desires and preferences, while also facilitating a stress-free probate process for your heirs when needed.”

Lets Work Together

info@woodstonelaw.ca

1888-448-0928