Look, nobody likes thinking about this stuff. But I've seen what happens when families don't have a plan - and trust me, it's not pretty. Let's make sure your wishes are crystal clear and your loved ones are protected.
Life's unpredictable - I know that's not fun to hear. But having your estate plan sorted means one less thing to stress about. Plus, things get WAY more complicated and expensive if you wait until there's a crisis. Let's get ahead of it.
Forget the generic templates. We write wills that reflect YOUR situation - your family dynamics, your assets, your concerns. No cookie-cutter nonsense here.
Sometimes a will isn't enough. Trusts can protect assets, minimize taxes, and make sure your money goes where you want it - not to creditors or the CRA.
Who makes decisions if you can't? This stuff matters more than people think. We'll set up both financial and healthcare POAs so you're covered no matter what.
Answer a few quick questions and we'll point you in the right direction. No pressure, no BS - just honest guidance.
Basic Will Package - This covers the essentials:
We can usually knock this out in 2-3 meetings. Straightforward, affordable, and you'll sleep better knowing it's done.
Comprehensive Estate Plan - You'll want:
This takes a bit more time to get right, but it's worth it. We'll probably need 3-4 sessions to map everything out properly.
Advanced Estate Planning - This is the deep dive:
Not gonna lie, this is complex stuff. But with your level of assets and family dynamics, it's crucial to get it right. Let's talk through your specific situation.
Will Review & Update Service
Life changes are the #1 reason wills become useless. Good thing you're on top of it. We'll review your existing documents, identify what needs changing, and draft a fresh will that reflects your current life.
This is usually quicker than starting from scratch since we've got a framework. Might take just a couple meetings.
Estate Plan Overhaul
When your financial picture changes significantly, your estate plan needs to keep up. We'll look at everything - not just your will, but also tax implications, asset protection, and whether trusts might help.
Expect to spend some time on this one, but it's necessary to protect what you've built.
Executor Change & Will Amendment
Your executor's the person who makes everything happen when you're gone. If they can't or won't do it anymore, you need to fix that ASAP. Sometimes it's a simple codicil, sometimes we need to redraft.
Let's take a look at your current will and figure out the cleanest way to make this change.
Power of Attorney Package
POAs are honestly just as important as wills, maybe more so. You need both types - one for finances, one for healthcare. They kick in while you're still alive but can't make decisions yourself.
We can add these to your existing estate plan pretty easily. Quick meeting, straightforward documents.
Trust Assessment & Planning
Trusts aren't for everyone, but they can be goldmines for the right situations - protecting assets from creditors, minimizing taxes, providing for kids or disabled family members, keeping control even after you're gone.
Let's chat about your specific goals and see if a trust makes sense. No point in overcomplicating things if you don't need to.
Estate Plan Review
Even if nothing's changed, it's smart to review your plan every few years. Laws change, tax rules shift, and we might spot something that could be improved.
Quick review meeting, we'll go through everything, and you'll know you're still on solid ground.
Some stuff to help you think through what you need. No forms to fill out, no email required - just useful info.
Everything you need to gather before our first meeting. Makes things way faster.
Download PDFWhat happens when someone dies without a will, or with one. Real talk about the process.
Download PDFWhat being an executor actually involves. Share this with whoever you're thinking of naming.
Download PDFReal feedback from real clients. No fluff.
"I'd been putting this off for years - who wants to think about dying, right? But the team here made it so straightforward. No pressure, just walked me through everything step by step. Took way less time than I thought, and now I can stop feeling guilty about not having it done."
"My situation's complicated - business, investments, blended family. I needed someone who actually understood all the moving parts. They set up a trust structure that protects everything and minimizes the tax hit. Worth every penny."
"We came in thinking we just needed to update our old will. Turns out we needed way more - powers of attorney, some tax planning, the works. They were honest about what we needed and what we didn't. No upselling, just solid advice."