Estate Planning & Administration

Our estate planning services include techniques to achieve our clients’ objectives and minimize taxes, through the preparation of wills, powers of attorney for property and personal care, trusts and charitable giving. As well, we coordinate with US professional advisors when completing cross-border planning for US citizens and residents, and clients purchasing vacation properties in the US.

Our deep understanding of the estates landscape ideally positions us to guide executors and trustees who are administering estates, assets or trusts, and ensure they fulfill their duties and obligations properly and efficiently. We advise beneficiaries and/or family members of their rights and entitlements in estate, trust, power of attorney, and guardianship matters.

We also advise estate trustees, estate trustees during litigation, trustees, attorneys for property and personal care and guardians with respect to their duties and responsibilities, including in respect of the assets and liabilities involved. We assist with the transfer, disposition and/or distribution of assets and all matters ancillary thereto.