We tailor legacy planning to our clients’ needs. For many people, a simple will and power of attorney are sufficient. Other people need more complex solutions for their medical and financial planning. Some of the common legacy planning instruments that we can prepare for you include:
- living Wills, also known as advance medical directives;
- representation agreements;
- family trusts and holding companies;
- Powers of Attorneys; and
- transfers of survivorship rights.
We also provide planning advice for people seeking to avoid probate fees and the application of the Wills, Estates and Succession Act. We help people understand and enforce their rights under the Wills, Estates and Succession Act and the common law. You should talk to a lawyer if you have been disinherited or are receiving less than what you are entitled to.
If you are the trustee or executor of an estate, we provide a full range of services to help you through the estate administration process. We can apply for representation grants on your behalf, answer your questions about estate administration, and give you legal advice on your rights and duties as a personal representative.