Kimberly Wallace is a friendly, honest and professional paralegal specializing in Wills & Estates matters in Calgary and surrounding areas.
Providing Mobile Services & In-Person Visits
Offering mobile services to Calgary and surrounding areas, let Kimberly come to you!
"A good estate plan can serve as a powerful symbol of a life well lived - and an end of life well planned."
I am a Wills and Estates paralegal with over 25 years of experience. I provide honest, reliable, and courteous services to all of my clients.
I genuinely enjoy spending time with my clients to help them achieve peace of mind with my professional, efficient, and affordable services.
I take pride in giving back to my community, and I have volunteered over the years for many organizations, including the Canadian Cancer Foundation, Calgary Reads to Kids, Inn from the Cold, United Way, Dreams Take Flight, and the Kerby Centre.
Paralegal & Commissioner for Oaths
Honest & Personable
Wills & Estates Services
Experienced Calgary Paralegal
Wills Package: I prepare a package which includes a Will, Enduring Power of Attorney and Personal Directive. My fees include an initial meeting of one hour to receive instructions from the client, preparation of documents followed by an email or phone call to the client to review and approve the documents, and once approved by the client, include a final meeting to review and sign the documents.*
Estate Probate/Administration: I prepare the application for probate (with Will) or the application for administration (without Will) for filing at the Court of Queen’s Bench (Surrogate Matters). My fee includes all telephone calls and meetings with the client to review the process, receive instructions, review the executor/administrator duties, and sign the Court application.*
* I have been professionally trained and I have many years of paralegal experience concentrating on the legal procedures and requirements for preparing wills and estate probate/administration in Alberta. Paralegals in Alberta cannot provide legal advice, and if requested or if your matter requires it, I will refer you to an experienced estates lawyer in Calgary.
How It Works
DISCLAIMER: Paralegals do not give legal advice; if you have a complicated or difficult estate matter or question, I can refer you to an experienced estate lawyer.
*Fees are subject to increase depending on the complexity of your file.
What my clients say…
Since then, we have referred Kimberly to all of our friends, many of whom she has assisted. Our son was named executor on an estate and he was grateful to have Kimberly's help as she prepared and filed the probate application without any delays.
We highly recommend Kimberly as a trusted estates paralegal because she really knows her stuff!"
Hiring Kimberly was the choice that resonated with us the most, and offered the most wide-ranging, complete solution to our estate planning. The process was taken care of in one week, even with our unique requirements, and conveniently included two in-person home visits. The first visit was to discuss and answer all of our questions, and the second was to notarize the complete file in triplicate.
If you are thinking about completing the essential duty of writing your Wills, and want the peace of mind knowing it’s being done correctly, please give Kimberly Wallace a call and you won't be disappointed."
Kimberly is one of the most hardworking and dedicated people we have had the pleasure of working with. She is compassionate, kind and never misses the opportunity to help others. She brings many years of knowledge and expertise to her profession.
Kimberly is the type of person you can count on and has a positive attitude that is contagious.
Her process is done quickly and professionally. She answers all questions and makes you think of ones you haven’t considered.
We would recommend her services to anyone who would like to have their wills completed or updated.
For these reasons we recommend Kimberly Wallace 'The Estate Lady' to prepare or update your wills."
Frequently Asked Questions
Here are some of the questions people ask before working with me.
Estate Probate is a legal process where documents are prepared and filed, together with the original Will, in the Court of Queen’s Bench of Alberta. Estate Probate is necessary to validate the Will and ensure that the property of the deceased person is passed to the correct beneficiaries according to the directions set out in the Will.
It is not always necessary, especially when there are two spouses who hold all of their property in joint names. However, when there is a sole owner of assets, including a large sum in the bank and real estate, an application for Probate is required before property can be transferred.
Estate Administration is similar to probate, except that there is no Will and the deceased held assets in the bank or had real estate. An application by an administrator(s) would be made in the Court of Queen’s Bench of Alberta.
A Personal Directive (or a Living Will) is an important document to prepare when you are a healthy adult. It appoints someone (an Agent) to make health-care related decisions for you should you lose mental capacity due to a terminal illness, accidental injury, or stroke. This document sets out your wishes for your healthcare, residence, activities and medical treatments that your agent is to determine on your behalf with the guidance of a physician or a psychologist.
An Enduring Power of Attorney is an important document to make when you are a healthy adult. It is a legal granting of authority which appoints someone (an “attorney”) to make financial decisions on your behalf, either immediately or when one or two physicians sign a declaration of incapacity.
It is very important to appoint a trusted friend or family member as your attorney as they ‘step into your shoes’ and make decisions on your behalf, including banking, investments, real estate, filing your taxes, and other related financial decisions.
The purpose of writing a Will is to direct how your assets are distributed and who controls them. It appoints a Personal Representative(s) and gives direction to that person or persons on how you wish your estate to be distributed. It is a very important legal document to prepare as a healthy adult if you have an Estate (assets such as a home or bank account) or if you have minor children who would require a guardian and trustee to be appointed.
Without a Will, you are giving control of your assets to the government, who would decide how your estate is divided and who will take care of your children. You can make a bequest, such as a charitable donation, and you can set out your wishes for your funeral. A properly written Will supports your personal values, mitigates potential family disputes, and preserves your legacy.
“A good estate plan can serve as a powerful symbol of a life well lived – and an end of life well planned.”
I accept payments by etransfer, cheque and cash.
You do not need a lawyer, however if your estate matters and division of assets are complicated (such as overseas property and offshore or international accounts) then I am pleased to refer you to an experienced estates lawyer.