Estates and Trusts

Your will and trusts were written for the family and companies you had then. The plan behind them should match what you have now.

Keeping Estate and Trust Plans Current

Trust Milestones
We review each trust’s terms and key dates with your trustees, long before a decision is due.
Estate Liquidity
We estimate the tax and probate costs on death, and whether cash, investments or insurance would cover them.
Beneficiaries Outside Canada
A distribution to family living abroad raises its own tax questions, best settled before the money moves.
The Cottage
We look at whether it stays in the family, who would own it, and what passing it on is likely to cost.
Powers of Attorney and Company Signing
We make sure it is clear who can act for you if you cannot, and for each of your companies.
Family Loans
We keep each loan’s terms, interest and records in order, so it keeps working as the family intended.

We plan how the family’s wealth passes on and keep that plan current.

Estate Planning
We plan who receives what, by which route, and at what likely cost.
Trust Planning
We set out distribution options and upcoming milestones for your trustees, alongside the rest of the estate plan.
Tax Planning
We plan personal, corporate and trust tax together, so the estate plan reflects where the family stands now.
Family Governance
We prepare and record family meetings about the estate plan, with the next generation included when you choose.

Your lawyer drafts the documents, and you and your trustees make the decisions.

An outline of your will, trusts and companies is enough to start.