Estate – Wills

Your Will becomes effective only upon your death. It provides instructions to your executors/trustees regarding how your assets and liabilities are to be disposed of at that time.

Services

  • Prepare your Estate Net Worth;
  • Assess your life insurance needs (for survivors’ needs, liquidity or to enhance an estate);
  • Present estate planning issues such as:
    • Intestacy (dying without a Will);
    • Appointment of executors/trustees and alternates;
    • Timing and distribution of assets to beneficiaries (outright or using testamentary trusts);
    • Tax considerations;
    • Guardianship of minor beneficiaries;
    • The impact of family law provisions; and
    • Other important clauses.
  • Tax plan for your estate;
  • Discuss potential conflict between your beneficiaries;
  • Plan for your business succession and wind-up;
  • Prepare Will instructions to the estates lawyer;
  • Review draft legal documents; and
  • Provide Executor/Trustee Services.

Back to Estate – Overview