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 notifying beneficiaries of the Will, advising the executor on their role and the estate process, applying for probate if that is needed, and preparing releases for beneficiaries to sign. 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
Fertility Agreements and Relative Adoption
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 or multi-parent 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.
Relative Adoption – Sometimes, a step-parent or an aunt, uncle or other relative wants to adopt a child in their family.