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. Margaret O’Sullivan and Susannah Roth are both recognized by Chambers Canada High Net Worth Guide 2021 as top estate planning lawyers in Canada.

Margaret and Susannah Roth are both recognized by The Best Lawyers in Canada 2022 and the Canadian Legal Lexpert Directory 2022 as leading estate planning lawyers.

Margaret is recognized in Private Client Global Elite 2022-2023.

O’Sullivan Estate Lawyers was awarded Boutique Firm of the Year 2019/20 at the STEP Private Client Awards held in
London U.K. on September 25, 2019.

The-Law-Review-2022_Logo-copy-1

In the Media

The Toronto estate lawyers at O’Sullivan Estate Lawyers are sought by reporters, editors, as well as TV and radio producers for their opinions and analysis of important estate issues, cross-border estate issues, trust and trust administration, as well as estate litigation.

Expect the unexpected: New trust reporting, disclosure rules

“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.”

- Toronto Lawyer

Upcoming Events

An Update from Canada

January 19, 2023 - January 20, 2023

Margaret O’Sullivan will be a speaker on “An Update from Canada” on Canadian developments in estate planning for private clients and family offices at the STEP Cayman Conference – International Wealth Structuring Forum, Grand Cayman.

STEP Cayman Conference – International Wealth Structuring Forum – Learn More

Cross-Border Canada-U.S. Estate Planning and Administration Issues.

March 23, 2023

The O’Sullivan Team will host an international webinar for members of Mondaq, on “Cross-Border Canada-U.S. Estate Planning and Administration Issues.”

2nd_Edition_OSullivan_Book

Read our 25th anniversary special edition book “Trust and Estate Essentials: Achieving Success in Family Succession,” 2nd Edition. It will help clarify and demystify major issues that arise in estate planning and estate administration, especially high net worth Canadians with cross-border and multijurisdictional connections.

The Second Edition has been updated to 350 pages and divided into 40 germane chapters.

Available in hardcopy and eBook. Bulk orders welcome.

From Our Blog

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