Wills and Estates, Trusts and Wealth Management

Bishop & McKenzie has the experience necessary to advise its clients on all matters relating to estate planning and the administration of trusts and estates. We also work closely with the business owners of our corporate clients to prepare and implement appropriate succession plans taking into account the applicable tax implications and probate laws relating to the transfer of assets. As well, we possess the necessary skills to ensure that estates are probated in as timely and as cost effective manner as possible and towards this end we offer as much assistance to the executors or trustees as may be required on a case by case basis. Should the need arise, we also have the ability to assist our clients where trust or estate matters become contested. In offering these various services to our clients, we regularly assist in a wide variety of matters including:

• Preparing of wills and codicils
• Preparing Enduring Powers of Attorney
• Preparing Personal Directives (Living Wills)
• Assisting in Estate planning
• Administering Estates (with or without a Will)
• Adoptions
• Initiating Dependent Adult applications
• Advising personal representatives (Executors and Administrators)
• Advising beneficiaries
• Litigating Estate disputes
• Initiating Family Relief claims
• Creating family trusts
• Advising on business succession planning
  

Within our firm, we are able to offer our clients the requisite expertise, together with the necessary personal attention, in order to ensure that their individual needs and wishes, as they relate to this complex area of practice, are fully and completely met.

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