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Estate Planning

Helping you create a successful succession plan.

Find peace of mind knowing the life you live will leave a lasting impression on the ones you care about the most. 

A strong estate plan can protect your family’s financial security and ensure your wealth supports your values after your death. Our team of expert individual life solutions advisors is committed to compassion, trust and professionalism, and will work with you to create a plan that takes all your goals and desires into account. This starts with a solid plan that clearly details the steps you will need to take to ensure a smooth transition. 

Estate planning can be an emotional process. These conversations, however, are vital and will help your loved ones when they need it most. 

To successfully start this process, we look at your personal financial situation and analyse opportunities to reduce or eliminate tax, along with any other administrative expenses, during the transfer of your estate. Taking this approach will help protect your family assets from creditors and litigation while also aiming to minimize the cost of legal probate fees. 

Estate Planning and Wills 

There are many components to consider when planning your estate, such as identifying your executor, the recipients of your assets, the guardian of your children (if applicable) and much more. Your plan should look at options for elements such as powers of attorney, and our step-by-step plans will help identify those areas of need. 

While you’re living, we can help you determine preferences around medical care should you no longer be able to express informed consent. If you have complicated family situations, planning your estate ahead of time and with a team of experienced professionals is the best way forward. We will also factor in any philanthropic goals and values. 

Allow us to help you navigate these delicate considerations. Contact our estate planning team today to discuss how we might be of service to you. 

Practice Leaders

Sally Hagan
Sally Hagan Benefits, Retirement, and Co-leader of Life
Puja Patel
Puja Patel VP Operations, Life
Better solutions are closer than you think.

Leave a lasting legacy with strategic estate planning.

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