Estate Planning in Ontario

Planning meeting: discuss your family structure, assets, and wishes.

Draft preparation: your will and POAs prepared within 5 business days.

Review session: walk through every clause and answer every question.

Formal execution: signing ceremony completed in-office or virtually.

Secure storage: advice on storage and guidance for your executor.

Your estate is distributed according to the Succession Law Reform Act, which may not reflect your wishes.

A legal document appointing someone to manage your finances if you become incapable. Without one, a court application is required.

A discretionary trust for a beneficiary with a disability that preserves eligibility for government disability benefits (ODSP).

Review your will every 3 to 5 years and immediately after major life events such as marriage, divorce, or birth of a child.