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

Certain circumstances require special consideration:

  • 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




Estate Planning Checklist:

  • 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

When to revise your estate plan:

  • 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