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Wills & Estate Planning Services In Southern Ontario

Ensure your loved ones & your estate are taken care of.

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:

  • wills
  • trusts
  • foundations
  • 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.

Looking for Corporate Tax Planning?

Contact us today to learn how our accounting experts can help support, transform, and grow your business.

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SB Partners

Benefits of estate planning

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Taking care of yours
Have peace of mind knowing your family will be prepared to face the future with will and estate planning services. It is a critical part of ensuring your estate will be settled according to your wishes and much more.
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Your family's future
Taking care of your familial responsibilities by providing them with a clear and concise will enables your family to ease through transitions. Reduce tensions and conflict during difficult times.
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Effective tax planning
Maximize the value of your estate and reduce the tax burden on dependants to make sure they will have the funds required to settle outstanding debts and more.
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Reduce government interference
With a properly prepared will and estate plan your executors will be less likely to face intrusive and costly government intervention. Make sure your property ends up in the right hands.

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.

FAQs

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.

Our Services

Accounting, Assurance & Advisory
Accounting, Assurance & Advisory
As a leading independent CPA firm in Southern Ontario, our Assurance and Advisory experts decipher the story in your financial reports, then share that insight to help you better understand and more effectively manage your business.
Business Advisory
Business Advisory
The scope of services we offer reduces the need to coordinate several outsourced functions and offers continuity and consistency to your business. Operating as an "in-house" group, we integrate our services with your processes to achieve maximum value.
Business Valuation
Business Valuation
Negotiate with knowledge. SB Partners offers independent, credible and objective valuation and related consulting services. Whether settling an estate or selling your first start-up, we can help you navigate and better understand the numbers and optimize your outcome.
Corporate Tax Services
Corporate Tax Services
We attend to your corporate taxes and the CRA so you can attend to your business. Our tax specialists ensure you are prepared and confident for the future with a customized tax strategy and plan.
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