Wills and Estates
We will help you understand the process
Preparing and executing a will
Whatever your current status (i.e. married, single, a parent, elderly or self-employed), we can assist you in planning for the future through the preparation and execution of a will. Having a will enables you to transfer your personal assets, shares and/or business assets as you see fit while providing you with peace of mind knowing your estate will be administered in accordance with your wishes.
The provisions contained in your will are very important as they can assist in reducing taxes on your estate, ensure your intentions are conveyed clearly and make for a smooth transition for family members.
If you are an Estate Trustee, the duties and responsibilities may seem daunting. We will help you understand the process. We will review the deceased’s will, their assets and liabilities and can assist you in determining whether or not a Certificate of Appointment of Estate Trustee (formerly Letters Probate) is required.
Whether the estate is simple or complex, once you are appointed as an Estate Trustee, we will be there to guide you through the steps to ensure the estate is administered smoothly.