What this service involves
Estate planning coordinates your will with the broader facts of your life rather than treating the will as an isolated document.
What we consider
Ownership, beneficiary designations, family obligations, business interests and tax considerations can affect how a plan operates.
Preparing for a consultation
Bring existing wills or powers of attorney if any, a general picture of relevant assets and liabilities, names of important family members and decision-makers, and any court or estate documents relevant to the matter.
General information only
Estate and capacity matters are fact-specific. This page provides general Ontario information only.
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