Wills & Power of  Attorney

Upper Canada Wills and Estates launches a loyalty rewards program for CBSA RA members: July 2024

The CBSA RA’s partnership with Upper Canada Wills and Estates just got better!

When Upper Canada Wills and Estate Limited launched their partnership with the CBSA RA in 2023, they offered an amazing deal to prepare Wills and Powers of Attorney documents for $450 for individuals and $695 for couples. That’s a 50% discount off the national average rates for estate planning documents.  The initial offering is still available to CBSA RA members, and extended family members of all CBSA employees, so feel free to share it. You don’t even have to be a CBSA RA member to enjoy the savings and the consultation is free.

But it gets better. Upper Canada Wills and Estates is now sweetening that deal by offering a loyalty reward promotion to all CBSA RA members. For any CBSA RA member who commences estate planning services with one of Upper Canada Wills’ lawyers (or notaries) or who refers another member to them who commences estate planning services, their names will be entered into a pool of twenty (20) clients. Every month, Upper Canada Wills will randomly pick a name to win a $100 gift card from a major Canadian retailer. When there are more than twenty clients in a month, additional pools will be created for another $100 gift card.

There is no limit on the number of times a CBSA RA member can be entered into the monthly draw based upon the number of referrals they make.  It’s another way for Upper Canada Wills to say thank you to loyal clients who have chosen an Upper Canada Wills lawyer to bring peace of mind preparing their Wills and Powers of Attorney.

Please click the link below to view the Upper Canada Loyalty Program YouTube.

We’re thrilled to share some exciting news with you! We’ve partnered with Upper Canada Wills & Estates Ltd. to offer members an exclusive benefit – a 50% discount on the national average rates for individuals and couples for Wills and Powers of Attorney.  We have also been successful in securing this offer for your extended family members and all active serving CBSA members!!  

Upper Canada Wills is committed to providing you with Peace of Mind knowing that your Last Will and Testament properly provides the bequests to your family in accordance with your wishes. It is equally important that you have Peace of Mind in knowing that with properly drawn Powers of Attorney, decisions to be made for your healthcare and financial needs will be by someone you trust and can depend upon.

Upper Canada Wills will make available names of licensed lawyers across Canada who will take you through the process for your estate documentation every step of the way.

Planning for the future has never been more accessible!  To take advantage of this special offer simply click on the image below!!      

Upper Canada Wills has graciously offered to donate a royalty back to your CBSA RA for every Will transaction completed.

Take advantage of this incredible opportunity to secure your legacy at half the cost. Ensure your peace of mind with a professionally crafted estate documentation through Upper Canada Wills.

 ** Members please feel free to share this information with any of your loved ones or former active serving colleagues.**

   

Survivor’s and Executor’s Guide

The CBSA RA Survivor’s and Executor’s Guide has been compiled by the CBSA Retirees’ Association expressly to provide information to the Association’s retirees and to assist their spouses, families, executor/executrix, and/or lawyers with identifying and managing their affairs should you, the retiree, become incapacitated, and to transition or settle estates following your death. This document is not intended to replace any existing family planning or legal documents.

The document can be easily downloaded to your own device, thus allowing you to update your own details periodically, and to enable you to readily share it electronically with your chosen family members/others. Amendments will appear on the CBSA RA web site periodically, with any changes readily identified.

To be beneficial, this Guide and the companion completed Checklist should be stored in a secure location that is known and easily accessible by the persons of your choosing. It should not be kept with your Last Will and Testament, as often, that document is not revealed or reviewed until sometime post-death; by then it will be too late to honour some of your final wishes.