I help clients with personal planning, agreements and handling estates. My clients are individuals, couples and families at different life stages, and trust companies. My goals are to:
- Provide clear information
- Simplify the process
- Help clients chart a clear course
- Create and carry out a plan that accomplishes client goals
Wills & Estate Planning
Everyone needs a plan to deal with the unexpected and make sure that they and their loved ones will be taken care of if something happens to them. Not having an estate plan leaves family members and loved ones with extra uncertainty at a difficult time and can be expensive. A good estate plan makes it clear who will take of what, and how things are to be managed. See more on Wills & Estate Planning or check out the Blog
Estates & Services to Executors
When a loved one dies, the person named as executor in their Will has a lot to take care of. I help executors – both individuals and trust companies – through the process of administering an estate, including applying for probate if that is needed, notifying beneficiaries of the Will, transferring assets to the executor or to beneficiaries, coordinating with accountants to make sure Canada Revenue Agency is happy, preparing estate accounts, and distributing the estate to the beneficiaries. Every estate is different, and the executor can choose what tasks they want help with. I also help with international estates, assisting executors abroad to deal with property in British Columbia. See more on Estates & Services to Executors or check out the Blog
Family & Fertility Agreements
Marriage and Cohabitation Agreements – Sometimes, especially in blended families, good planning means having a marriage or cohabitation agreement. A marriage or cohabitation agreement can be used to agree on an estate plan to take care of spouses as well as children from previous relationships, what happens if spouses co-own a home and one person needs to go into care, how homes or businesses brought into the relationship are to be dealt with, what happens with inheritances, and the like.
Fertility Agreements – BC’s new Family Law Act has a comprehensive framework for knowing who are the parents of children conceived through assisted reproduction, including children conceived with the assistance of donors (sperm, egg and embryo) as well are children born through surrogacy. People conceiving children with the help of known donors, such as sperm donors, can make a donor agreement to ensure they are on the same page about who the parents are to be and what role the donor is to have in the child’s life.
See more on Family & Fertility Agreements or check out the Blog
If you require a lawyer for separation and divorce, I am happy to provide referrals to full-service family law lawyers.