Services

Our Wills and Estates Services

Wills

Ensure your assets will be distributed in accordance your wishes.

Your Will is the most important part of your estate plan. It ensures your assets are distributed according to your wishes and ensures loved ones are provided for. We advise our clients on how to best achieve their wishes and goals, ensure their children and loved ones are provided for and to minimize income and estate administration tax (formerly probate). We draft Wills for clients in all stages of their life cycle.

Powers of Attorney

Ensure you and your property are taken care of in the event you become incapable.

Trusts

Establish a trust to ensure your loved ones are taken care of in accordance with your wishes.

Trusts can be used in several areas of the estate planning process. Family trusts are used to distribute wealth to family members, while protecting assets and ensuring privacy. Spousal trusts are often incorporated as part of an elderly client’s Will to ensure their spouse is provided for while controlling the ultimate distribution of their assets.

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Estate Administration

Get advice and help with respect to the administration of the deceased's estate.

The estate administration process generally involves the gathering of the assets of the estate, the payment of creditors, the distribution of the estate in accordance with the Will or, if there is no Will, in accordance with the laws of succession and the approval and/or passing of accounts. In addition, the estate trustee will need to prepare terminal tax returns.

  • Applications for a Certificate of Appointment
  • Advice related to the payment of creditors and distribution of the estate
  • Passing of Accounts
  • Guardianship Applications

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Succession and Estate Planning

Ensure property, including your business, is transferred in accordance with your wishes and in an orderly, tax-efficient manner.

Business succession planning involves the transfer of business assets and control in order to minimize taxes and achieve other business and personal goals, such as ensuring the orderly operation of a business and that loved ones will be cared for. One of the most common business succession planning tools is an estate freeze. As part of an estate freeze, the owner of a business will exchange their shares for freeze shares, freezing the value of the shares on the transfer date. Any future growth in the business will be realized in the common shares which are issued to the next generation as part of the estate freeze.

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