Estate and Testamentary Trust Planning

Working with you to provide peace of mind

Estate Planning

• The Big Picture
• An accurate and up to date Will
• Creating an estate plan that works for you
• What is a Rights and Things Return?
• What if my estate will have shares in a company?

Testamentary Trusts

• An accurate and up to date Will
• Filing Estate Returns
• Gift and Wealth Transfer Planning
• Capital Property
• Testamentary Trusts