Excellence.
Customized Solutions.
High -Touch Service.
For over 20 years, we’ve been distilling big-firm expertise and recreating it in a discreet, boutique firm setting.
Trust and Estate Legal Services
We established our firm over 20 years ago to focus 100% on trust and estate legal work
We provide domestic, cross-border and multijurisdictional trust and estate advice in a comfortable, discreet and personal boutique firm setting. From planning to administration to dispute resolution, our years of practical experience, combined with a deep understanding of your unique goals and objectives, enable us to provide bespoke solutions in a responsive manner that optimize your situation and ensure your peace of mind.
Recognized Leaders in the Field
Our lawyers are not only legal practitioners but also leaders in our profession
All of us are active speakers and thought leaders. We are committed to staying at the forefront of the law and leading the charge.
We are also a top-ranked, peer-recognized firm. O’Sullivan Estate Lawyers has been awarded Boutique Firm of the Year 2019/20 at the STEP Private Client Awards held in London U.K. on September 25, 2019. Margaret O’Sullivan is recognized by Chambers Canada High Net Worth 2019 as one of the top six private client lawyers in Canada. Margaret and Susannah Roth are both recognized by The Best Lawyers in Canada 2020 and the Canadian Legal Lexpert Directory 2019 as leading practitioners.
“The O’Sullivan team has deep domestic, international and cross-border expertise, and their depth of trust and estate planning knowledge is close to unparalleled. I feel comfortable referring my clients because the nature of their advice is top-drawer. They are true experts.”
Upcoming Events
Margaret will be speaking on “Losing your Marbles at Home and Abroad: Jurisdictional Challenges Involving POAs, Protection Mandates, Guardians, Tutors, etc.”
Margaret is one of the leads for the STEP Cross Border Estates Special Interest Group organizing a session for the STEP Global Congress
Read our 20th anniversary special edition book Trust and Estate Essentials: Achieving Success in Family Succession. It will help clarify and demystify major issues that arise in family succession.
From Our Blog
Is Canada Second Best on ‘Best Interest Standard’?
One of the issues in wealth advising and planning is the regulation of those who provide financial product sales advice and financial planning services—often offered
Medical Assistance in Dying (MAID): New Developments
It was heartbreaking to learn that Jean Truchon, who fought so valiantly to expand assisted-dying laws in Canada, felt forced to advance his medically assisted
Virtual Execution of Estate Planning Documents During Covid-19: Update
In my blog distributed to you on April 7, 2020, I told readers to stay tuned as hundreds of years of strict formalities might soon change
It Takes a Pandemic: The Challenge of Executing Estate Planning Documents During Covid-19
Executing estate planning documents during a global pandemic is a problem facing lawyers throughout many parts of the world. Traditional formalities for wills and powers
Contact Us to Discuss Your Needs
Our lawyers are ready to meet with you, listen to your needs and explain how we can help. Contact us to set up a meeting