Estate planning for private clients, families and business owners, grounded in your intentions and the responsibilities that matter to you.
A will records how you intend your estate to be administered and distributed, subject to applicable law. We help you consider beneficiaries, the appointment of an estate trustee and provisions appropriate to your family and assets.
A power of attorney for property authorizes someone to manage financial affairs within its terms and the law. A power of attorney for personal care addresses personal care decisions when you are incapable of making them. These documents have different roles and should be considered carefully.
Business ownership may introduce additional questions about shares, agreements and continuity. Estate planning should take relevant corporate arrangements into account. Where appropriate, we work with your accountant and other advisers to consider the legal and tax implications.
A considered plan recognizes both financial interests and family circumstances. We help clients examine their intentions, responsibilities and options, including how a future transfer of ownership may be documented.
Estate trustees face responsibilities concerning assets, liabilities and distribution. We can discuss the legal assistance needed for administration and whether an application for a certificate of appointment of estate trustee, commonly called probate, is required.
Family changes, new assets, business developments and changes in law can affect an existing plan. Review your documents periodically and seek advice when significant circumstances change. You may engage us for wills or powers of attorney without requiring other services.
Our Uptown Waterloo office serves business and private clients throughout the Region of Waterloo and elsewhere in Ontario.
Tell us about your priorities and timing. We will help you identify the appropriate next steps.
Book a Time to TalkWe begin with your objectives, circumstances and any immediate deadlines.
We discuss the scope of work, responsibilities and anticipated costs.
We explain the options and material risks so you can make informed decisions.
Where appropriate, we identify future review points as your circumstances evolve.
Contact our Uptown Waterloo office for advice about your circumstances.
Ask Us a Question