Wills and 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
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