Preserving Your Legacy Through Time

Look, estate planning isn't just shuffling papers around - it's about making sure the people and things you care about are protected when you're not around anymore. We've spent years helping Toronto families figure this stuff out, and honestly? The peace of mind it brings is worth more than any legal fee.

Call us at (416) 555-0347 to chat about your situation

Estate Planning Documents

What We Actually Do

Filter by what matters to you right now

Wills & Testament Drafting

Creating a will doesn't have to be depressing or complicated. We sit down with you, figure out what you want to happen with your stuff, and write it up so there's no confusion later. Simple as that.

How It Works:
  • Week 1: Initial chat about your wishes
  • Week 2: Draft review and adjustments
  • Week 3: Final signing with witnesses

Trust Administration & Management

Trusts are powerful tools, but they need proper care. Whether you're setting one up or you've inherited one that needs looking after, we'll handle the paperwork and make sure everything runs smoothly.

The Process:
  • Phase 1: Trust structure analysis
  • Phase 2: Documentation setup
  • Ongoing: Regular compliance monitoring

Estate Tax Planning & Optimization

Nobody wants the taxman taking a huge bite out of what they're leaving behind. We work with your accountant to structure things in ways that minimize the tax hit - perfectly legal, just smart planning.

Timeline:
  • Initial: Asset and tax situation review
  • Planning: Strategy development (2-3 weeks)
  • Implementation: Execute the plan

Probate & Estate Settlement

Dealing with probate after losing someone is tough. We've walked dozens of families through this process - handling the court stuff, dealing with creditors, and making sure assets get distributed correctly. It's complex, but we know the shortcuts.

What to Expect:
  • Month 1: Application for probate certificate
  • Months 2-4: Asset gathering and valuation
  • Months 5-6: Debt settlement and distributions
  • Final: Court clearance certificate

Power of Attorney Documents

If something happens and you can't make decisions for yourself, who steps in? Powers of attorney let you choose that person now, while you're still able. We do both financial and personal care POAs.

Quick Turnaround:
  • Day 1: Consultation and instructions
  • Days 2-3: Document preparation
  • Day 4: Execution with witnesses

Legacy Preservation Consulting

This is for folks with family businesses, property portfolios, or unique assets that need special attention. We help you figure out how to pass everything down without causing family drama or losing value. Honestly, this is where we see the most "aha" moments - people realize they have options they never knew existed.

Our Approach:
  • Family dynamics assessment
  • Business succession strategies
  • Multi-generational planning
Typical Timeline:
  • 2-3 months for comprehensive plan
  • Quarterly reviews recommended
  • Ongoing adjustments as life changes
Consultation Meeting

Let's Talk About Your Situation

No pressure, no fancy sales pitch. Just a real conversation about what you're trying to accomplish and whether we can help. First consultation's on us - about 30 minutes where we'll give you our honest take on what needs doing.

What People Are Saying

Real feedback from folks we've helped over the years

Don't Put It Off Any Longer

Every week we meet someone who says "I should've done this years ago." Be the person who actually does it. Give us a call or shoot us an email - let's get your affairs sorted so you can stop worrying about them.