Estate Planning

If you have assets and liabilities, you should have an estate plan. 


  • Estate planning gives you the opportunity to make sure that those who depend on you have the resources they need to carry on.

  • You can minimize taxes, ensuring that your wealth goes to your heirs, and not the government.

  • You can ensure that your affairs are settled according to your wishes.


Ask us about our Hatch Muir Estate Organizer - Contact Us

  • Family-owned businesses
  • Divorced & blended families
  • Families with disabled dependents
  • Families responsible for care of elderly relatives
  • Citizenship outside of Canada
  • Assets in foreign jurisdictions


  • Up-to-date will, power of attorney, and representation agreement or advance directive to your physician
  • Selected an executor for your estate
  • Selected a guardian for minor children or other dependents
  • Adequate funds to support dependents
  • Funds available to pay off debts and obligations
  • Liquid assets to pay taxes and other costs of settling your estate
  • Specified your funeral wishes
  • Marriage or divorce
  • Birth of a child or grandchild
  • Death of your spouse, other heir, or executor
  • Acquisition of foreign property
  • Change in province or country of residence
  • Receipt of an inheritance
  • Significant change in your financial situation
  • Retirement or job loss
  • Occurrence of serious illness or disability
  • Starting or selling your business
  • Changes in legislation that affect estate planning


If you do not have a lawyer, please contact us and we will be pleased to refer you to one