Legal Services / Estate Planning

Offering tailored plans
to our clients

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Practical solutions to serve executors,
beneficiaries & the disinherited

You have worked hard for all that you have – it is time to protect it. Estate planning doesn’t have to be difficult, and can start at any age. Our lawyers appreciate that this is not the easiest process to go through, and understand each individual client has unique circumstances. Together, we will develop a customized strategy for you considering Tax, Estate and Trust laws, while also keeping practical solutions in mind, to optimize the benefit to your intended family members after you are gone.

Estate planning is much more than just a Will. A typical Estate plan ensures that the big picture works together and includes a Will, as well as an Enduring Power of Attorney, and a Representation Agreement. An Estate plan can also include Trust documents and Life Insurance declarations, if required. All these documents are important tools which can help you reach your Estate planning goals. It is an individualized plan that assures you that your interests are protected, and we understand that there is no one-size-fits-all solution. Challenges, sensitivities, and important factors vary from person to person. Our team commits to getting a clear understanding of your circumstances by asking questions about your family structure, your assets, and your debts to ensure we are able to best advise you of the implications of your proposed plans. We work with you to ensure your Estate plan reaches your goals.

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Estate Planning Services

Do you have a plan for your estate?

In 2018, a survey done by IPC Private Wealth found that 58% of affluent Canadians had not discussed their plans for their estate with their heirs.

Can you have multiple wills?

In 2017, the BC Supreme Court confirmed the use of multiple wills through a landmark case titled, “The Estate of Norman Frank Berkner”, and the use of multiple wills has become commonplace in estate planning.

Estate Planning Lawyers

Doug Flannigan
Partner
Dylan Switzer
Partner
Nancy Ling
Partner
Colin Flannigan
Associate
Tanvir Gill
Associate
Jen Schreurs
Associate

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Latest News & Articles

Estate Planning

Using a Life Estate in your planning

September 22, 2021 Making sure a loved one has a place to live out the remainder of their life when you are gone.

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Treating each beneficiary fairly

September 08, 2021 One of the duties for an executor is to treat each beneficiary fairly and not to play favourites.

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Taking your Beneficiaries into consideration

August 25, 2021 Partner Nancy Ling discusses who you should consider a beneficiary and their current situation

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