Estate Planning Services
Wills, Powers of Attorney, Advanced Healthcare Directives, Beneficiary Designations, Organization and Safekeeping of Testamentary Documents, Joint Tenancy of Assets, Trusts, Guardianship Applications, and more.
Probate & Executor Assistance Services
Probate Applications, Estate Administration Guidance and Services, Executor Roles and Responsibilities, Will Contests Opinion and more.
Mobile Services
We believe that mobility issues, scheduling difficulties and travel times should not stop a family from preserving their financial legacy and protecting their loved one’s future. Mobile services are available to those who need or prefer to connect on their time, in the comfort and privacy of their home, office or healthcare facility.
Charitable Gifts
There are many benefits to making a charitable gift in your Will (income tax benefits, fulfillment, learned behaviour, giving back, supporting the community, etc.). When you are thinking of charity gifting, a good place to start is communicating with an advisor to make a plan that makes sense for you and your personal circumstances.
What if something happened to you?
Would your loved ones know where to find your important documents?