Estate
Planning

Protect What Matters and Plan for Tomorrow

Estate planning isn’t just about assets—it’s about ensuring your wishes are honored and your loved ones are protected.

Why It Matters

A thoughtful estate plan avoids unnecessary legal hurdles and tax consequences for your family. We help you organize your financial life, identify gaps, and coordinate with legal professionals to create a plan that reflects your values. Whether your estate is simple or complex, we’re here to make it manageable.

We Help With

Planning for probate and tax efficiency

Strategies for wealth transfer

Legacy and charitable gift planning

Clear documentation of your intentions

Frequently Asked Questions

What is the difference between a will and an estate plan?

A will is just one part of an estate plan. A full estate plan includes legal documents, tax strategies, and steps for passing on assets efficiently.

Do I need an estate plan if I don’t have a large estate?

Yes. An estate plan ensures your wishes are carried out and minimizes stress for your loved ones—regardless of asset size.

What happens if I don’t have an estate plan?

Your assets may be distributed by provincial laws, which might not reflect your wishes. This can also increase taxes and legal delays.

How often should I update my estate plan?

We recommend reviewing it every few years or after major life events like marriage, divorce, or the birth of a child.