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Will & POA Builder

Features and Functionalities

1

Wills

Generate single or reciprocal wills in only minutes. Send the client an intake form to obtain the required information.
2

POA for Property

Generate single or reciprocal powers of attorney for property in only minutes. Send the client an intake form to obtain the required information.
3

POA for Personal Care

Generate single or reciprocal powers of attorney for personal care in only minutes. Send the client an intake form to obtain the required information.
4

Confirmation of Instructions

Generate a letter to the client confirming all of their instructions prior to signing the documents.
5

Assets & Liabilities List

Generate a detailed assets and liabilities list for the client. Send an intake form to the client to obtained detailed information about their assets and liabilities.
6

Multiple Wills Strategy

Implement the multiple wills strategy by dividing the assets into public and private assets and generate a general will and a special will.

Will & POA Builder

Our wills are fairly detailed and cover a wide range of matters such as both full and limited scop powers of attorney, devises, legacies and complex divisions of residue and implementation of alternative residue. You can also adopt the multiple wills strategy and prepare a will for the public assets with a separate will covering the private assets of the client.

$50 per Matter

Let's get started

If you regularly act for Private Mortgage lenders and wish to automate your practice, get yourself a Nojumi account and benefit from the many automated solutions it offers. As part of our onboarding program, in addition to setting up your account, we will walk you through your first closing to make sure you learn to fully utilize the program’s features.

Contact Us

Address:

255 Duncan Mill Rd, Suite 710
Toronto, Ontario M3B 3H9

Email:

sales@nojumi.com
support@nojumi.com