In addition to preparing a Will and Powers of Attorney, we can work with you to plan your estate in the most cost-efficient way. Our goal is to minimize your estate administration tax and other applicable costs in order to ensure the efficient administration of your estate. This can include considering the right person to be named Estate Trustee (i.e. Executor), considering the creation of inter vivos trusts, testamentary trusts, Henson trusts for mentally disabled individuals, living wills, primary and secondary wills, holographic wills, naming beneficiaries through RRSPs and other plans, and/or the use of joint ownership to benefit from the simplicity of survivorship.
Estate planning can be a very complicated endeavour, but it does not have to be. We can simplify the process by providing you with a fair and accurate assessment of your options and helping you choose the right plan to meet your needs.
Further, if you have been appointed an Estate Trustee (i.e. Executor), please be advised that Estate Trustees can be held personally liable for their actions or inactions in the administration of an estate. We can help guide you through the process of estate administration and make you aware of your obligations and important responsibilities.
In addition, we service clients regarding matters of estate litigation. Whether you are a beneficiary, a family member, a creditor, or an estate trustee, our estate litigation services include but are not limited to:
- Presenting or defending a challenge to the validity of a Will
- Claiming a debt or enforcing a security owed against the estate
- Complaints against the Estate Trustee or the distribution of the estate by beneficiaries or family members
- Complaints against the fees alleged by an Estate Trustee or Power of Attorney
- Competing Wills or Powers of Attorney
- Dependent relief claims
- Problems with accounting
- Passing of accounts
For all of your estate planning, estate administration and/or estate litigation needs, please contact us at 613-523-6277 or firstname.lastname@example.org for a no-obligation consultation.