Trust and estate planning for your future and theirs.
Protect your legacy with a comprehensive plan. Our estate planning experts will ensure everything is just as you intended it to be.
What we do
A trust and estate planning specialist will assist you with all of your estate planning needs. We co-ordinate:
- power of attorney
- executor support
- tax filings
Your life and legacy are unique. Our team understands how to sustain your efforts with a tailored plan to meet all of your goals.
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Benefits of estate planning
Taking care of yours
Your family's future
Effective tax planning
Reduce government interference
Who needs Wills & Estate Planning?
Anyone over the age of majority in their province can benefit from having a will and estate planning. It offers peace of mind and assurance that in the event of your death your affairs will be settled in the manner which you intended and identifies beneficiaries.
Once you start accumulating wealth, debt and assets it is time for a will.
Any age is appropriate to start estate planning. It is something that will have to be revisited throughout your life as your situation and circumstances change.
You do not need a lawyer to write a will, however engaging one can help you ensure you have covered off important assets, family matters and estate concerns and power of attorneys.
Wills must exist as a physical copy in writing, signed by 2 witnesses who are not beneficiaries or executors, and you must be over the age of majority in your province and of sound mind.
A trust agreement outlines the rules you would like followed for property held in trust to your beneficiaries.