Estate Planning
Plan with confidence
We help Alberta families plan, protect and administer their estates with clarity and confidence. Whether you are preparing your will, enduring power of attorney or personal directive, we provide honest guidance, personal attention and transparent fees, ensuring you always know your rights, responsibilities and next steps.
Why Choose Us
Compassionate
We take time to understand your wishes, family dynamics and concerns, ensuring your estate planning reflects your values.
Accessible
Bilingual (English & French) service and home or hospital visit options. We make estate planning accessible.
Experienced
Clear guidance on legal obligations, necessary documentation, and communications.
Our Estate Planning Services
Our Estate Planning services are designed to give you confidence and peace of mind. We help you understand your options, avoid common mistakes and ensure your documents reflect your wishes clearly and securely.
Draft & Execute Wills
Create a legally sound will that reflects your intentions and protects your beneficiaries. We explain everything clearly, no legal jargon and no pressure.
Codicils to Wills
Make legally valid updates or amendments to an existing will without rewriting the entire document.
Enduring Power of Attorney (EPA)
Appoint someone you trust to make financial and property decisions if you become incapable or feel that you need help now
Personal Directive (PD)
Appoint someone that you trust to make personal, non-financial decisions on your behalf. This includes healthcare, housing, life termination and other personal matters.
Storage of Executed Documents
Secure in-office storage so your documents remain safe, accessible, and easy to locate when needed.
Hospital & Home Visits
We provide mobile service for clients in hospitals, long-term care facilities, or at home throughout the Edmonton/St. Albert area.
How We Work
Planning ahead isn’t just about distributing assets. It’s about protecting loved ones, reducing stress and ensuring your wishes are respected. Our firm brings decades of Alberta estate law experience to guide you with empathy and precision.
1. Initial Consultation
We begin with a brief, focused consultation to understand your goals, family needs and any unique considerations for your estate plan.
2. Estate Planning Questionnaire
You receive a clear, easy-to-complete estate planning questionnaire by mail, email, or in person, to help organize essential information and preferences.
3. Review & Draft Preparation
Once your questionnaire is returned, we review it carefully and prepare draft documents tailored to your instructions and compliant with Alberta law.
4. Client Review of Drafts
You can review your draft documents either in person or by email. We answer questions, make updates and ensure everything reflects your wishes accurately.
5. Final Review & Signing Appointment
After the drafts are approved, we prepare the final documents. You’ll meet in person with the lawyer to review everything one last time and formally execute your Estate Planning documents.
6. Secure Document Storage
If requested, we can store your original executed documents in-house at no cost, ensuring they remain safe, accessible and properly maintained.
What Our Clients Say About us
Our clients are our biggest advocates. This is just some of the amazing feedback we have received from the people we serve every day.
FAQ
No, however without a will, Alberta law dictates how your estate is divided, which may not reflect your wishes.
Absolutely. We regularly provide home and hospital visits for estate planning and execution.
Most wills can be completed within 5 business days, depending on complexity and volume of work.
Yes, Estate planning is available at transparent flat-fee rates.
We make wills and estate planning simple, personal and legally sound so you can make confident decisions about your legacy.