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White Waves

WILLS & ESTATES, SUCCESSION PLANNING, AND WEALTH PRESEVERATION LEGAL SERVICES

Paper Abstract
Paper Abstract

Wills & Estates

We currently provide the following legal services with respect to Wills and Estates Law (please note that we do not provide any services relating to representation agreements or advance directives for end of life procedures or medicaly assistance in dying (MAiD):

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  • Wills and estates consultation

  • Drafting of regular, mirror or mutual will

  • Drafting of corporate or secondary will

  • Application for probate

  • Collateralizing life insurance policy for the purpose of obtaining a loan 

  • Drafting power of attorney

Decorative Shape

Wealth Preservation and
Succession Planning

We currently provide the following legal services with respect to wealth preservation and succession planning (all of which requires the coordination of a separate tax-advisor):

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  • Different types of estate freezes

  • Roll-overs involving corporations, partnerships and family trusts 

  • Drafting of family trust indentures

  • Governance of family trusts

  • Post-freeze share redemptions​​

  • Inter-family transfers of real estate, including the settling or splitting of joint tenancy

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