What to Bring
In general, please bring the following with you to every appointment:
- Current identification (Passport, Driver’s Licence or Ontario Photo ID Card, preferably. We cannot accept photo health cards as primary identification, even if they are current.)
- Any previous versions of documents that are relevant to your upcoming appointment.
- A valid form of payment (We accept Mastercard, Visa, debit, cheque, eTransfer, and cash. With cash payments, clients will be required to sign additional documents.)
- Any additional documents (refer to the guide below).
Additional Documents
Two pieces of current identification, keys (if selling), certified cheque or bank draft (if purchasing), any relevant information requested in our initial letter.
Lists of assets (joint and personal), insurance policy information, copy or original of current Wills or Powers of Attorney (if prepared by another firm).
Any applicable contracts, leases, or other documents and evidence that you believe are relevant.
Original documents and any forms to be completed and valid identification. We are able to photocopy documents in-office.