Services
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Estate Planning
For Individuals
I offer the following services as part
of an estate plan:
- Wills (personal, foreign property)
- Trust Agreements
- Powers of Attorney for Personal Care and Property
- Guardianship Applications
- Guidance on beneficiary designations for life insurance
- Guidance on beneficiary designations for registered assets, such as Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), other private pension assets and Tax-Free Savings Accounts (TFSAs)
- Guidance with testamentary instruments regarding foreign property
- Making charitable donations
- Taking other actions that can minimize estate administration tax
Estate Planning
FOR BUSINESS OWNERS AND LICENCED PROFESSIONALS
I offer the following services as part
of an estate plan:
- Wills (corporate, foreign property)
- Trust Agreements
- Power of Attorney for Business
- Guidance on beneficiary designations on life insurance
- Guidance on beneficiary designations for registered assets, such as Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), other private pension assets and Tax-Free Savings Accounts (TFSAs)
- Guidance with testamentary instruments regarding foreign property
- Making charitable donations
- Taking other actions that can minimize estate administration tax
Estate Administration
I offer the following estate administration services:
- Guidance on locating the Will, finding the deceased’s assets
- Guidance on managing a deceased person’s property until it can be distributed to their beneficiaries
- Probate Applications (Applications for Certificate of Appointment with or without a Will)
- Guidance on administering trusts established under the Will
- Guidance on paying a deceased person’s bills, debts and taxes, advertising for creditors
- Selling of a deceased person’s property and preparing financial assets for distribution to beneficiaries
- Guidance on applying for Canada Pension Plan Death Benefit and submitting the Estate Information Return
Guardianships of Property and Personal Care
I offer personalized assistance with every stage of the guardianship process, from applications to ongoing compliance.
- Guidance on the legal responsibilities and obligations of a guardian for property / personal care
- Negotiating and discussing with the Ontario Public Guardian and Trustee
- Preparing and submitting guardianship applications
- Providing guidance on ongoing reporting and record-keeping requirements
Professional Executor Services
I act as a professional executor for estates of all sizes, ensuring every detail of the administration process is managed with accuracy and care.
- Acting as professional executor for estates of varying sizes
- Securing and appraising assets
- Arranging insurance and opening necessary accounts
- Identifying and settling debts
- Filing tax returns, obtaining tax clearance certificates where applicable
- Distributing assets
Administering testamentary trusts
Real Estate Transactions
I help clients with their residential sales, purchases and property transfer needs. My clients’ real estate and estate needs often intersect, and for this reason, I offer the following specialized services:
- Sales
- Purchases
- Transfers of title to family members or spouses
- Transfers of title from deceased to survivors
- Transfers of title from deceased in preparation of estate sale
- Estate sales
