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What you built should outlast you.

PRIVATE CLIENT SERVICES
INDIVIDUALS & FAMILIES BUSINESS OWNERS WILLS, ESTATES & TRUSTS

Discreet counsel for individuals and families whose personal and business affairs are one. Planning that holds together legally, financially and practically.

OVERVIEW

Planning for incapacity and succession is the most personal work a lawyer is asked to do. It is also the work most often postponed. We advise individuals, families and business owners on wills, powers of attorney, trusts and estate planning, and we administer estates from the first notice to creditors through to the final distribution of assets. The conversations are private. The documents are precise. The plan is one you understand.

For many of our clients the family and the business are the same thing. A will that ignores the shareholder agreement, or a succession plan the company's lenders have never seen, is a plan that fails at the moment it is needed. This practice works hand in hand with our corporate and real estate groups so the estate freeze, the family trust, the share transfer and the will are drafted as one plan, by lawyers who already know the business.

WHAT WE HANDLE
Wills & Powers of Attorney

Primary and secondary wills, continuing powers of attorney for property and powers of attorney for personal care, drafted to your family and your assets rather than to a template.

Trusts & Estate Planning

Family trusts, estate freezes and planning for probate, tax and the orderly transfer of wealth, built with your accountant and financial advisors.

Business Succession

Passing an operating company to the next generation or preparing it for sale, with the shareholder agreement, the will and the tax plan pointing the same direction.

Estate Administration

Counsel to estate trustees from probate application through notice to creditors, asset realization, accounting and distribution.

Estate Disputes

Will challenges, dependant support claims, passing of accounts and disputes among beneficiaries, resolved by negotiation where possible and in court where necessary.

Incapacity & Guardianship

Guardianship applications and advice to attorneys and guardians acting for a family member who can no longer manage their own affairs.

WHY FAMILIES WORK WITH US
01
The business and the family, planned together.

Our corporate lawyers already know your company. Your estate plan is drafted by people who have read the shareholder agreement.

02
Discretion as a standard.

Family matters stay in the room. Secure document exchange, careful communication, and a small team on every file.

03
Plain language, every step.

You will understand what you are signing and why. A plan nobody in the family understands is a plan that gets litigated.

04
Counsel across generations.

Many of the families we act for today came to the firm through their parents. We plan to be here for their children.

BEYOND THE DOCUMENTS

The best estate plan is made long before it is needed: ownership structured early, intentions recorded clearly, successors prepared while there is still time to prepare them. Families who bring us in first leave far less for a court to decide later.

Forest
Start the conversation.
A first will, a plan that needs updating, or an estate that needs administering. We will meet you where you are.
CONTACT THE PRIVATE CLIENT TEAM