Expert Estate Planning & Executor Services

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CONTACT US today to learn more about how our Estate Planning & Executor Services in Mississauga, Ontario, can help you protect your legacy and ensure a smooth transition of wealth to future generations.

Estate Planning & Executor Services - Protecting Your Legacy

Anyone who would like to meet with us can have up to one hour of our time for a free initial consultation (typically by Zoom or by phone) to discuss your situation, answer your questions, and help you to better understand your estate planning issues and options.

We have many years of experience in estate planning and estate administration to share with you.

In particular, we have worked on estate planning that involved:

  • Estates which included holdings in private corporations or other business interests including planning an "estate freeze" and integrating estate planning with business succession planning and family trusts.
  • Common law couple estate planning.
  • Special needs beneficiaries’ estate planning such as beneficiaries that are collecting ODSP.
  • Estates with assets outside of Canada or Ontario.
  • Blended family estate planning and issues with children from prior relationships.
  • Estate planning where there are family challenges relationally including estrangement, addiction, spendthrifts etc.
  • Estate planning involving family cottages or recreational properties.
  • Optimizing charitable giving within an estate plan where there is a desire to benefit favourite charities.

We have relationships with quality Ontario estate planning lawyers who take the estate plans that we create with our clients and draft the wills and power of attorney documents that flow from the plans.

We also believe that having an accountant creating the estate blueprint and the lawyer drafting documents from the blueprint benefits our clients by having two professionals involved in the planning. We like to tell the lawyers that their job is to keep us honest and our job is to keep them honest.

Thank you for visiting our website!

Estate Planning & Executor Services - Protecting Your Legacy

Our Estate Planning & Executor Services are designed to help you protect your legacy and ensure a smooth transfer of wealth to future generations. We take over the process of supporting the wishes of the deceased, including the valuation of estate assets and distribution to beneficiaries. We also prepare and file final documents for the tax authorities and offer probate management services to simplify the process.

  • Taking over the process to support the wishes of the deceased: We understand the importance of honoring the wishes of the deceased and taking a compassionate approach to managing their affairs.
  • Valuation of the estate assets & distribution to the beneficiaries: We work with you to ensure that your estate assets are properly valued and distributed to your beneficiaries in accordance with your wishes.
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  • Taking over the process to support the wishes of the deceased: We understand the importance of honoring the wishes of the deceased and taking a compassionate approach to managing their affairs.
  • Valuation of the estate assets & distribution to the beneficiaries: We work with you to ensure that your estate assets are properly valued and distributed to your beneficiaries in accordance with your wishes.
  • Preparation and filing of final documents for the tax authorities: We handle all necessary paperwork and filings to ensure compliance with tax authorities and simplify the process for your loved ones.
  • Probate management: We offer comprehensive probate management services to help simplify the estate planning process and ensure that your legacy is protected.
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