Wills & Estates Planning Services

A Will (Last Will and Testament) is a legal document where you can set out your instructions on how your money, property and specific assets (your "estate") will be distributed, who will administer your estate ("executor"), and who will receive your estate ("beneficiaries"), after you die.

A financial power of attorney is a legal document that permits one person to manage another's financial. This includes handling bank accounts, paying bills, and making investments, especially when the principal is unable to do so. It ensures efficient financial decision in the principal's best interest.

A Secondary/Corporate Will allows the testator to separate out assets, including shares of a privately owned corporation, which will not require estate administration and can be dealt with separately, thus reducing the estate administration tax that may be payable on death. 

Estate planning helps reduce the stress and costs that can arise when settling an estate. We guide you through strategies to minimize estate taxes, avoid unnecessary probate fees, and ensure a smooth transfer of assets to your beneficiaries. With thoughtful planning, we help protect your wealth, preserve your legacy, and give your loved ones peace of mind.

A Power of Attorney for Personal Care is a legal document that allows someone make healthcare and personal decisions for you if you're unable to do so. This ensures your wishes medical care and living arrangements are respected. It provides peace of mind, knowing a trusted person will advocate for your needs and preferences.