Estate planning isn't just about preparing for the end – it's about strategically planning for life's uncertainties, ensuring you and your loved ones are taken care of, no matter what.

Three years in, and we're still reinventing

the way we approach estate planning for today's world

🎉. Our birthday came and went last month during

what was quite likely our busiest time to date. We want

to extend a sincere thank you to all our clients, friends,

and colleagues. We are so grateful to you! Your trust

has fueled us and allows us to focus on making estate

planning personal AND efficient. So excited to see what

the future holds.

Last week we participated in a group cooking event at Made by Momma with our friends from RBC.

Breaking Down Legal Jargon: Understanding 'Probate' - Your guide to the terminology, without the confusion.

We're thrilled to announce that Katelyne, our summer intern, is now a permanent part of our team as a part-time legal assistant! 🌟

In this post, we will explore Henson Trusts, a crucial tool designed to safeguard the financial interests of individuals with disabilities.

From moving into a new office, to exploring Italy, to carrying natural wines in Portugal … modern wills totes have had a pretty great summer☀️

If you have a photo with your tote out and about, send it our way! We love to see what the totes get up to.

If you are to die without a Will, you are considered to have died “intestate”. Dying intestate creates two major issues for family and loved ones. The first being: no one has been appointed to handle your estate. Who will manage things? The second issue being: no record of your personal wishes exists. How is your estate to be distributed? To whom?

When creating a Will for caregivers of children, there are three separate roles to consider. Each role is separate in its significance, desired skillset, and responsibilities. Here is an overview of the three roles, which should be helpful for caregivers when first starting to think about their estate planning.

This informative blog post debunks common myths about estate planning, highlighting the necessity of probate even with a Will, the importance of creating a Will regardless of wealth/age, and the need to establish guardianship preferences for minor children. It also emphasizes the value of professional assistance in effectively managing the probate process.

Learn why having a Will is crucial for young and single adults. Discover the property that requires court approval to transfer, the role of Wills in avoiding confusion and conflicts, and the importance of protecting your assets and known wishes.

What is Dower? And is it still relevant today?

Creating a Will is an essential step in securing your legacy and protecting your loved ones. However, it is equally important to recognize that a Will is not a one-time document; it requires regular updates to reflect your evolving circumstances and goals. That’s why staying connected and providing ongoing value to our clients is our priority.

Important update re text messaging with us.

Most estates contain countless digital assets. Have you considered how the person handling your estate will get the access and guidance that they need?

Or, more specifically, why do you not have a lawyer-drafted, up-to-date, Will?

Making a Will is overwhelming for most people and is often procrastinated for that reason. If it were me, I would want to know exactly what I could expect before I ever got started. So it was important to me that our process be detailed on our website for review by any one, at any time - ahead of signing an engagement letter or even booking a consultation.

Do you have a Will in place? Does it need any updates? We would love to make it super easy for you to check making (or updating!) a will off your to-do list this year.