Wills, Trusts, & Estates
What are your final wishes? How do you envision the management of your assets—both now and after your passing? These decisions are far too important to leave to chance or delay for an uncertain "someday."
At Inclusive Law, families in Peterborough, Port Perry, Omemee and the surrounding areas trust us to guide them through these vital choices. Our estate planning services focus on creating wills, trusts, and comprehensive plans that ensure your intentions are clear and your desires are carried out effectively.
Why Estate Planning Matters
Without proper planning, disorganized financial matters can lead to confusion, stress, and unnecessary expenses for your loved ones. Wills, trusts, and estate plans provide a detailed roadmap, allowing your family to navigate the process smoothly and avoid common pitfalls.
Estate Planning Services Included:
- Protecting Assets: Safeguard what matters most.
- Planning for Illness or Incapacity: Ensure your wishes are followed in any situation.
- Avoiding Probate: Minimize delays and expenses.
- Protecting Beneficiaries: Provide security for your loved ones.
- Minimizing Taxes: Maximize the value of your estate.
- Gifting Assets: Distribute wealth in line with your intentions.
- Covering Medical & Long-Term Care: Plan for future healthcare needs.
- Comprehensive Solutions for Your Peace of Mind - Our team works closely with you to create customized plans that address your unique needs and priorities. Whether you’re looking to protect assets, minimize taxes, or ensure your loved ones are cared for, we provide the expertise you need to make informed decisions.
Don’t wait until it’s too late. Proper estate planning ensures your assets are distributed as you intended and helps your family avoid unnecessary confusion and penalties.
Request a complimentary consultation with Inclusive Law today to start building a secure future.
Estate Administration
The administration of an estate can be very stressful, due to the emotions associated with death and the degree of attention that is required to put a deceased’s affairs in order. We can help with those roles that specifically require a lawyer’s involvement and with respect to providing administrative support as requested.
Did you know that it is a common misconception that the lawyer who prepared the will must also be the lawyer who advises the estate trustee (formerly known as “the executor”)? In fact, the lawyer who advises the estate trustee is as chosen by the estate trustee, unless there is a provision of the will by which a particular lawyer is appointed.
The Role of the Lawyer is to provide general advice to an estate trustee with respect to estate administration. The lawyer will also prepare the application to the court to obtain the Certificate of Appointment, as well as any documents necessary to transfer assets and settle the estate with the beneficiaries.
Click here to review our Estate Planning: Client Information Personal Data Sheet
Frequently Asked Questions