Estate Planning

Protect Your Assets
and Your Family

Estate planning is an essential process that allows you to control how your assets will be distributed and who will look after your loved ones. We provide comprehensive estate planning services to help you prepare for the future and protect what matters most.

We build personalized estate plans that reflect your unique goals and values, and help you ensure that your wishes are respected. Regardless of your stage in life or financial situation, we work closely with you to create an estate plan that meets your needs and provides peace of mind for you and your family.

Our estate planning
services include

Wills

Ensure your assets are distributed according to your intentions and that the right people are in charge of executing your wishes.

  • Primary and Secondary Wills (also known as Personal and Corporate Wills)

  • Wills limited to assets in Ontario

Powers of Attorney

Appoint someone to make financial and healthcare decisions in the event of your incapacity.

  • Continuing Powers of Attorney for Property

  • Powers of Attorney for Personal Care

  • Powers of Attorney limited to business assets

Trusts

Help you reduce probate taxes, protect assets for beneficiaries, and control how those assets are used for the benefit of your loved ones.

  • Joint Partner Trusts

  • Alter-Ego Trusts

  • Henson Trusts

  • Disability Expense Trusts (also known as ODSP Maintenance Trusts)

Probate Tax Planning

Structure your estate to minimize probate tax and maximize what you pass on. In addition to achieving this through the use of Wills and Trusts, probate tax planning also includes understanding, and potentially updating, the following: 

  • Beneficiary Designations

  • Ownership Structure 

Estate Administration

Complete the Probate Process with Certainty

Dealing with the legal aspects of a loved one’s estate can feel overwhelming. We ease the burden by offering experienced, compassionate legal counsel during the estate administration process. 

When someone passes away, their estate needs to be managed and distributed according to their Will or, if there’s no Will, in accordance with the legislation. We help executors and administrators navigate the complexities of probate, trust administration, and more.

Our estate administration
services include

Probate

Guide the executor through the process of applying to the Court for a Certificate of Appointment.

  • Certificate of Appointment of Estate Trustee With A Will

  • Certificate of Appointment of Estate Trustee Without A Will

  • Certificate of Appointment of Estate Trustee Limited to the Assets Referred to in the Will

  • Certificate of Appointment of Succeeding Estate Trustee

  • Small Estate Certificate

Post-Probate

Help executors satisfy essential steps to confidently wind up the Estate.

  • Prepare and file Estate Information Return

  • Advertise for Creditors

  • Correspond with Beneficiaries and Third Parties

  • Prepare Informal Accounts

  • Draft Releases and Indemnities

  • Advise trustees of their fiduciary duties to properly administer any ongoing trusts