Estate Planning

Settle your affairs without the hassle

Just some of the

Questions We Answer with Estate Planning

What documents will I need for an estate plan?

Will an estate plan be worth it for me?

What should I consider when naming an executor or trustee?

How can I avoid probate fees?

When should I start drafting my estate plan?

What should I consider when creating my will?

How often should I update my estate plan?

How can I avoid common mistakes when creating a will?

I have property in different provinces, can I include them in one will?

How we make Estate Planning Easy

Creating a will

We offer expert recommendations on how to structure your will to truly reflect the future handling of your estate. Here’s also where we secure a legal team for you if you haven’t already done so.

Naming executors

An executor is someone who has been appointed to administer your estate. We help you review the relevant criteria, appoint the best individual for the job, and make it official.

Crafting a power of attorney

A power of attorney is a legal document that gives an individual of your choice the legal authority to manage your assets on your behalf. We guide you through the process of assigning a POA.

Designating beneficiaries

Failing to name beneficiaries can leave your loved ones vulnerable after you go. We walk you through the process of dividing your estate, equally or otherwise.

Minimizing estate taxes

One of the primary goals of a certified estate planner is to minimize taxes and reduce probate fees, ensuring the majority of your estate ends up in the hands of your beneficiaries.

Protecting your decisions

A comprehensive estate plan includes directives that consider your wishes in the event of rapid mental or physical deterioration. We make sure your wishes are respected regardless of the circumstances.

Estate Planning Case Studies

Case Studies

Case Study: Growing Family

May 8, 2024

"Through my years of working with Brandon he has proven to be reliable, responsive, approachable and realistic. His education and patience has been paramount in setting up a brighter future for my family and I. 10/10 would recommend!"

Alberta Kinesiology

Frequently Asked Questions

What is estate planning, and why is it important?

Estate planning involves preparing for the distribution of your assets after your death or incapacity. It’s essential to have an estate plan in place to ensure your wishes are carried out, minimize taxes, and avoid potential conflicts among beneficiaries.

What documents are included in an estate plan?

An estate plan typically includes a will, trust(s), power of attorney, a representation agreement, and beneficiary designations for retirement accounts and life insurance policies. These documents outline your wishes regarding asset distribution, healthcare decisions, and naming executors.

Do I need an estate plan if I don't have significant assets?

Yes, everyone should have an estate plan, regardless of the size of their assets. Estate planning is not just about distributing wealth; it also involves making important decisions about healthcare, guardianship, and end-of-life wishes.

When should I update my estate plan?

It’s essential to review and update your estate plan regularly, especially after significant life events such as; marriage, divorce, birth or adoption of a child, death of a beneficiary or executor, change in financial circumstances, or relocation to another province.