What to Bring to Your Instruction Meeting for Wills, Powers of Attorney or Representation Agreements
Wills, Powers of Attorney, Representation Agreements, Advance Directives, Living Wills ‒ these are all different kinds of personal planning documents you might need or want to make. It will take at least two appointments for this process ‒ one to sort out which documents you want (or need), and another to review and sign the documents. Other meetings might be necessary, depending on your situation.
These are some of the things you will want to bring to your first meeting with the notary.
First, bring identification. Bring two pieces of current, valid, undamaged government-issued ID, one of which is a photo ID.
For example, for the first piece of government issued photo ID, you might bring:
- driver’s licence
- Permanent Resident card
For the second piece of ID, you might bring:
- social insurance card
- Government of Canada benefits card
- Firearms Acquisition Card
- Permanent Resident Card
- Citizenship certificate
- BC Care Card
We cannot use:
- broken or damaged ID cards (eg. the health care card that has been in your wallet for the past 20 years and which is in 2 pieces, and your name is worn off)
- expired ID
- ID which does not show your full, legal name (eg. your name is Mary Ellen Smith, but your card shows Mary E. Smith, or Mary Smith ‒ both of your IDs must show “Mary Ellen Smith”)
- the number of the card alone, or a faxed copy of the card ‒ we must see the original card
If you do not have current, valid ID which shows your full legal name, please call ahead to ask about how we can help you.
Next-of-Kin and Assets Listings
It’s very important that you are legally capable when you make a personal planning document. If you are not legally capable, your documents will be void. So your notary will ask you a number of questions about your family and your assets in order to prove that you have legal capacity. Please come prepared with a basic list of your assets, and the family, friends or charities that you want to include in your documents.
Many people want to bring certain family members to their appointment, so their family can help them, or be an extra set of ears. Your notary may allow other family members to sit in on the first part of your meeting, so you can have a general conversation together, but your family members cannot be present when you tell your notary what you want. We need to make sure that you are doing what you want, not what your family wants you to do.
If you have any questions, please contact your notary’s office for more information – visit our website for contact information.