Look, we get it - nobody wakes up excited about legal paperwork. But when life throws curveballs (and it will), you'll want someone who's been through this before. We've spent years helping folks just like you navigate the tricky stuff.
Nobody likes thinking about mortality, but here's the thing - a solid estate plan means your family won't be scrambling when emotions are already running high.
We've seen too many families torn apart by vague wills or, worse, no will at all. Your will needs to be crystal clear - who gets what, when, and how. We'll walk you through every scenario (even the uncomfortable ones) and make sure your wishes are documented properly.
If something happens and you can't make decisions yourself, who's gonna handle things? These documents aren't just legal formalities - they're your voice when you can't speak for yourself. We make sure they're airtight.
Life changes. You get married, divorced, have kids, start a business, move provinces. That estate plan from 10 years ago? Probably needs a refresh. We'll review everything and update what needs updating so you're covered no matter what.
Trusts can be complicated beasts. Whether you're setting one up or you've been named trustee and don't know where to start, we've got your back.
Not every situation needs a trust, but when it does, it needs to be done right. We'll help you figure out if a trust makes sense for your situation and then build it to actually work the way you need it to.
Being a trustee isn't just an honour - it's a serious responsibility with real legal obligations. We help trustees navigate their duties without getting overwhelmed or making costly mistakes.
Sometimes beneficiaries don't see eye-to-eye, or they question the trustee's decisions. We work to resolve these conflicts before they blow up into full-blown litigation - but we're ready to go to court if that's what it takes.
When someone passes away, there's paperwork. Lots of it. And sometimes, there's conflict. We handle both the routine stuff and the messy disputes.
The probate process can feel like wading through molasses. We handle all the court filings, creditor notifications, asset valuations, and everything else that needs to happen to actually distribute an estate properly.
Think the will doesn't reflect what your loved one really wanted? Or maybe you're an executor facing an unfair challenge. We've been through countless will disputes and know how to build a strong case either way.
In BC, certain people have rights to make claims against an estate even if the will says otherwise. We help both claimants pursue what they're entitled to and executors defend against unfounded claims.
You've built something. Now what happens to it when you retire, get sick, or - let's be honest - when you're gone? A succession plan means your business survives beyond you.
Every business is different. Family-owned? Partnership? Solo operation? We'll figure out what transition makes sense for YOUR situation - whether that's passing it to kids, selling to employees, or finding an outside buyer.
Got business partners? You need a buy-sell agreement. Period. It spells out exactly what happens if someone wants out, gets divorced, becomes disabled, or dies. Without one, you're asking for trouble.
What's your business actually worth? And how do you transfer ownership without getting killed on taxes? We work with accountants and valuators to structure transfers that make financial sense and keep CRA happy.
Let's talk about keeping more of what's yours. Legal tax strategies and asset protection aren't about hiding money - they're about smart planning within the rules.
The tax implications of estate planning can be brutal if you don't plan ahead. We structure things to minimize the tax hit on your estate and on your beneficiaries - all completely above board.
Whether you're worried about lawsuits, creditors, or just want to protect what you've worked for, we'll help you build legal shields around your assets. This isn't about being shady - it's about being smart.
Got assets or family in both Canada and the US? That's a whole different ballgame with two tax systems to navigate. We coordinate with cross-border specialists to make sure you're not getting double-taxed or missing opportunities.
As we get older, legal needs change. Whether it's planning for incapacity or protecting a vulnerable loved one, these situations require both legal knowledge and genuine compassion.
None of us want to think about losing our mental capacity, but it happens. Having the right documents in place means your wishes will be followed and your loved ones won't be fighting in court over who makes decisions.