Wills & Estates

Estate planning is about more than documents—it is about ensuring that intentions are clearly expressed and legally effective.

Services include:

  • Wills
  • Powers of Attorney for Property and Personal Care
  • Estate planning and succession considerations
  • Review and updating of existing estate documents
  • Estate administration support

Planning is approached thoughtfully, with attention to family dynamics, business interests, and long-term implications.

Estate Planning Packages

Simple, Structured Estate Planning — Designed Around Your Needs

Clear options, transparent pricing, and a straightforward process to help you put the right plan in place.

Choosing the Right Plan

Every individual and family has different needs. To make the process easier, we offer structured estate planning packages with clear deliverables and pricing.

If you’re unsure which option is appropriate, we are happy to guide you.

Essential Will Package

Starting at $750

Best suited for:
Individuals seeking a straightforward will addressing core planning needs.

Includes:

  • Last Will and Testament
  • Appointment of executor(s)
  • Basic distribution provisions
  • Review meeting prior to signing

Why clients choose this:
A practical starting point for individuals looking to put a valid will in place without unnecessary complexity.

Complete Estate Plan

Starting at $1,000

Best suited for:
Individuals seeking a more comprehensive plan covering both estate and incapacity.

Includes:

  • Last Will and Testament
  • Power of Attorney for Property
  • Power of Attorney for Personal Care
  • Guidance on key planning considerations

Why clients choose this:
Provides a more complete framework to address both decision-making during lifetime and estate distribution.

Family / Mirror Plan

Starting at $1,200

Best suited for:
Couples seeking coordinated planning.

Includes:

  • Wills for both individuals
  • Powers of Attorney for Property and Personal Care
  • Coordinated planning approach
  • Joint review meeting

Why clients choose this:
Ensures alignment between partners while addressing individual circumstances.

Many clients choose to complete their estate plan proactively, allowing for greater clarity and flexibility in structuring their affairs.

Business Owners – Additional Considerations

If you own a business, your estate plan may involve additional considerations, including ownership, succession, and continuity.

We can assist in coordinating your estate plan with your business structure to ensure your overall plan reflects your intentions.

Business Owner Planning (Add-On or Custom Engagement)

May include:

  • Coordination between your will and corporate structure
  • Planning considerations for business succession
  • Review of ownership and control considerations
  • Alignment with ongoing legal and business objectives

📩 A consultation is recommended to determine the appropriate approach.

Optional Add-On Services

Where appropriate, additional planning may be incorporated:

  • Minor or beneficiary trust provisions
  • More detailed or customized distribution planning
  • Updates to existing wills or powers of attorney
  • Coordination with other professional advisors

A Clear and Guided Process

We aim to make the process straightforward and easy to follow:

  1. Initial Consultation
    We discuss your circumstances and objectives.
  2. Document Preparation
    Your documents are drafted based on the information provided.
  3. Review Meeting
    We walk through the documents and answer any questions.
  4. Execution
    Documents are finalized and executed in accordance with legal requirements.

When to Consider Estate Planning

You may wish to put a plan in place or update an existing one if:

  • Your family circumstances change
  • You acquire or dispose of significant assets
  • You start or grow a business
  • Your existing documents are outdated

A Structured Approach

All services are provided within a defined scope.
More complex planning or additional work may be addressed separately and discussed in advance.

Availability

Appointments for estate planning services may be limited to ensure adequate time and attention is provided to each client.

📩 Next Step

Book a Consultation

Have a question before booking?
Send a message and we will help guide you toward the appropriate next step.

The information provided on this page is for general informational purposes only and does not constitute legal advice.