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Our estate planning services encompass a broad range of services from straight-forward to complex, with a focus on high value, cross-border, multijurisdictional or other complex matters. By way of example, we frequently deal with planning involving high value investment assets, private company interests, cross-border Canada-U.S. issues, assets located in other jurisdictions, blended families and planning for beneficiaries with special needs. Our fees are primarily based on a time-spent basis, using the billing rate of the person who performs the work. Our minimum fee for preparing wills and powers of attorney for property and for personal care for two spouses in a situation without complexity starts at $5,000 in total plus HST and disbursements.

We regularly assist executors, trustees, attorneys and guardians in carrying out their duties and advise beneficiaries of an estate or trust including for high value estates. We can assist foreign executors and others in obtaining a court grant in Ontario and also assist Ontario executors and trustees in obtaining a grant in a foreign jurisdiction, including liaising with foreign counsel.

Our focus is on high value estate dispute matters and court proceedings where estate values exceed $2M. We do not focus on contested wills and power of attorney disputes.

The use of the Internet or this form for communication with the firm or any individual member of the firm is not secure and does not establish a lawyer-client relationship. Confidential or time-sensitive information should not be sent through this form.

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