ESTATE PLANNING

Estate Planning

Providing your family peace of mind at the time of your passing.
Ensuring your family will be provided for and your wishes are fulfilled at death.

Estate Plan

When considering your estate plan we ask the following:

  • Does your current will reflect the changes in your life?
  • Are your assets protected from creditors ?
  • Do you have sufficient funds to process the transfer of your estate to your heirs?


    • We assist with the following:

    1. Drafting of a will
    2. Setting up of a testamentary trust
    3. Planning for executor fees, trustee remuneration and conveyance costs
    4. Reducing taxes and other potential costs when winding up your estate