Wills & Estates


what we do...

Wills, Powers of Attorney and Estate Planning

  • drawing up of a Will or Codicil
  • drawing up of a Will or Codicil for a spouse which may or may not be on similar terms as that of the other spouse
  • drawing up of a Power of Attorney for property decisions or personal care decisions as part of an estate planning consultation including taking instructions and attending on signing
  • general review of client's affairs and planning of estate, drawing Will, Powers of Attorney, trust instruments and/or other documents

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Administration of Estates

In estates where there is an application for a certificate of appointment of an estate trustee and a trust company is not an estate trustee:

  • reviewing and advising on the deceased's assets and liabilities, entitlement of creditors, beneficiaries and heirs, the terms of the Will , and the duties and rights of the estate trustee
  • preparing the application for certificate of appointment of estate trustee
  • preparing documents to transfer assets of the deceased to the estate trustee
  • advising as to and preparing documents to distribute assets to beneficiaries
  • advising as to income tax returns for periods to the date of death; preparing and filing of these returns; settling the amount of tax and obtaining tax clearance for the period to the date of death
  • advising as to income tax returns to be filed by the estate trustee for the periods after the death of the deceased; preparing and filing these returns; settling the amount of tax and obtaining final tax clearance before final distribution of the estate
  • advising regarding the sale of assets by the estate trustee

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