We have over 40 years experience in estate planning. Whether you are considering your estate plan for the first time or are reviewing your existing estate plan, we are here to walk you through the estate planning process.
Drafting and advising on wills
Drafting and advising on powers of attorney (springing or enduring)
Drafting and advising on representation agreements
Drafting and advising on advanced directives
Review of asset ownership
Trusts (inter vivos, testamentary and disability)
Transfer of real property or businesses to future generations
Assistance with obtaining probate or letters of administration or an estate
The Will is the document that sets out your wishes as to who will administer your estate, who receives the assets of your estate, and where relevant, who will be the guardians of your minor children.
The Power of Attorney is the document that appoints someone to handle your financial or legal affairs should you be unable to handle them yourself, whether you are out of the country, in the hospital or cognitively unable to handle your affairs.
The Representation Agreement allows you to appoint someone to make medical decisions, including end of life care decisions or wishes, should you not be able to make medical decisions on your own.
Probate or Estate Administration
The loss of a loved one can be very difficult but in the middle of your grieving you are faced with the task of having to administer their estate. We are here to assist you to lighten your load and allow you the necessary time to grieve. We will guide you through the estate administration process and assist with the application for probate (where necessary) or advise you on the steps necessary to finalize the loved one’s estate.
With sincere understanding and patience, Lisa very competently guided me through settling the estates of both my parents who passed away within a year. Her clarity with my questions and experience with various family dynamics alleviated a lot of the stress I was dealing with. I would highly recommend Lisa to anyone requiring help in estate matters.