Estate Planning & Administration Services in Edmonton and Sherwood Park
Clear, practical guidance for planning ahead and protecting your family.
Planning for the Future
Estate planning is about making thoughtful decisions that protect the people who matter most to you. It allows you to document your wishes, choose who will make decisions on your behalf if needed, and provide clear guidance for how your affairs should be handled.
We help guide you through the legal aspects of estate planning so your documents reflect your wishes and your family has clarity when it matters most.
We regularly assist clients in Edmonton, Sherwood Park, and surrounding areas who are:
Creating a will for the first time
Updating an existing estate plan
Planning for incapacity with powers of attorney and personal directives
What to Expect During the Estate Planning Process
We take a straightforward and practical approach to estate planning, helping you understand your options and making sure your documents reflect your wishes.
Discussing Your Goals
We begin by discussing your situation, including your family structure, assets, and the people you trust to carry out your wishes.
Preparing Your Estate Documents
Based on that discussion, we prepare the legal documents needed to carry out your instructions and ensure your wishes are legally documented.
These may include:
Wills
Enduring Powers of Attorney
Personal Directives
Reviewing and Signing Your Documents
Once the documents are prepared, we review them with you and answer any questions before they are formally signed.
Estate Administration
When someone passes away, the legal and administrative responsibilities placed on family members can feel overwhelming.
We provide guidance to executors and family members who are responsible for managing an estate.
This may include helping with:
Guiding executors through their responsibilities
Managing the administration of a loved one’s estate
Applying for a grant of probate
Identifying and valuing estate assets
Paying debts and taxes
Distributing assets according to the will
Our goal is to help ensure the estate administration process is handled properly and as smoothly as possible during what is often a difficult time.
FAQs