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.
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.
“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 O’Sullivan will lead a session, organized by the Cambridge Forum, that will explore challenging issues around family trusts. The session will be held at Langdon Hall in Cambridge, Ontario.
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
Who To Inform About Your Estate Plan
You’ve gone through the process of executing your Will(s), Continuing Power of Attorney for Property and Power of Attorney for Personal Care… now what? This
Wealth and Income Inequality: The Challenges Ahead
It is difficult to pick up a magazine or newspaper these days without reading an article or two which touches on the topic of wealth
A Letter of Wishes: When Your Trustee Is Also a Genie
In the world of estate planning, a genie is not the only one who could potentially grant you a wish: your trustee may also be
Estate Planning for a Second Spouse: Are You on the Road to Success?
It is trite, but perhaps worth repeating that for many people, one of their primary estate planning goals is to take care of their spouse
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