Estate Planning & Administration

Our primary goal is to give our clients the peace of mind that comes with knowing their assets are well protected in a solid estate plan. Our experience with estate law combined with our care and understanding of each person’s unique concerns, allow us to provide customized and forward-thinking estate-planning solutions and to help explore the benefits, risks, and costs of each option.

Our experienced lawyers start with the present and move into the future in efficient and logical steps. We assist with general estate planning, including drafting wills, trusts, enduring powers of attorney, and personal directives. With a focus on each client’s individual needs and wishes, we align strategies to retain wealth with appropriate tax consequences and other legal requirements in order to accomplish the best financial plan.

Navigating complex estate administration.

The many tasks and decisions involved in estate administration can be daunting. The larger and more complex an estate, the more difficult the task may seem. Whatever our clients need, our lawyers offer a depth of experience that ensures we can help our clients navigate the process as smoothly and stress-free as possible.

We assist with applications to the court for a Grant of Probate and Grant of Administrations as well as appropriate notification to creditors and beneficiaries. We handle tax matters and other issues specific to the nature of the assets and help with the various beneficiaries and distribution of assets.

We manage administration for estates of all sizes and complexities, providing focused skill when handling matters involving large estates with high-value assets, as well as matters involving cross-border and multijurisdictional beneficiaries, assets, or executors.

We are proud of our reputation as trusted advisors, providing skilled legal advice for effective, practical, and cost-efficient estate-planning solutions.

Contact us today. We’re always ready to help.

Our experience includes:

• Beneficiaries with special needs
• Charitable planning
• Cottage property succession
• Life insurance policies
• Taxes
• Probate fees
• Financial power of attorney
• Personal care power of attorney