Estate Planning

Providing the seamless transfer of your estate.

What are the benefits
of an estate plan?


Facilitates the transfer of your assets to your loved ones in accordance with your wishes, avoiding any potential disagreements within the family.

Tax minimization

Proper estate planning can help minimize taxes on your estate, ensuring that your loved ones receive the maximum amount possible.

Estate transfer

A decision with lasting impacts

Amongst many options, your final wishes might be to:

  • Leave an inheritance to help your children/grandchildren get a head start in life.
  • Reduce the taxes owed on your RRIF or Capital gains on your investment or real estate portfolios.
  • Transfer corporate-owned funds to your loved ones tax efficiently.
  • Create an endowment fund for a foundation, such as a university or hospital.

Backed by a team of professionals such as notaries and tax specialist, we’ll help put in place an action plan to facilitate this intergenerational transfer of wealth in the most tax-efficient way.
Real estate

Frequently Asked Questions

What is a will?
A will is a legal document that outlines how you want your assets to be distributed after your death. It can also appoint guardians for minor children, name an executor to manage your estate, and specify funeral arrangements, among other things.
What happens if I die without a will?
The rules regarding what happens if you die without a will, also known as intestacy laws, vary by province. In Quebec, the Civil Code sets out the rules of intestate succession. The specific distribution of your estate will depend on various factors, such as whether you are survived by a spouse or partner, children, parents, siblings, or other relatives. In short, the distribution will be determined by law instead of your own preference and wishes. Furthermore, dying without a will can result in delays, complications, and potential disputes among family members.
It is highly recommended to consult a qualified notary to get your will done to avoid any complication.
What is a power of attorney and why is it important in estate planning?
A power of attorney is a legal document that grants authority to another person (the "attorney-in-fact") to make financial and legal decisions on your behalf if you become incapacitated. It is important in estate planning as it allows someone you trust to manage your affairs if you are unable to do so. In order to make a valid power of attorney, you must of course do so when you are capable of giving informed consent. It is strongly suggested that you make one at the same time as you make your will with your notary.
What are advance medical directives and why are they important in estate planning?

Advance medical directives are written documents that outlines your wishes for medical treatment and end-of-life care if you become incapacitated and unable to communicate. They are important in estate planning as they ensures that your healthcare preferences are respected and followed.

It is highly recommended you consult a qualified notary who will record your directives in a notarial act to avoid any complication.