Wealth Management Firms Waterloo

Wealth Management Firms Waterloo - Our Wealth Preservation & Estate Litigation Practice can help our various clients who have problems associated to their estates, including the preserving and creating of your wealth through estate litigation, planning and administration. Our main responsibility is to deal with your problems, which could impact the estate without your knowledge.

Our planning and litigation lawyers are knowledgeable at different levels to make certain that issues are dealt with quickly and cost-efficiently. They work closely together to deal with all problems which could arise to challenge your plan. Our planning advice and litigation services are based on thorough knowledge of the planning process in order to offer a net benefit for our clients.

Our company represents lots of leading charities, offering our services in the incorporation of societies, the establishment of charitable foundations and trusts, and offering suggestion in the administration of charities and non-profits.

For organizations, groups and companies we provide estate planning seminars and for family businesses we offer business succession planning. Group discounts to workers or members of the same institution or corporation are offered.

Estate Planning

We can create and prepare comprehensive techniques to help lessen taxes and other financial issues placed upon the estates. This is vitally required to protect the beneficiaries from avoidable frustration and expenses. We also can provide assistance with plans for charitable reasons.

o Trusts

We advise individuals, institutions, and businesses on creating, administrating, and distributing trusts to be able to enhance wealth creation and preservation. By working closely with accountants and various business advisors to structure and implement trusts, we help you attain your future and present requirements. Trusts are flexible, powerful tools that include estate freezes, discretionary family trusts, corporate reorganizations, "alter ego" and "joint spousal" trusts, asset-protection, non-resident trusts, and planning for retirement and succession needs.

o Wills Drafting

Before preparing a will, we carefully determine your requirements and explore your choices in detail. Our level of attention ensures certainty and security for your estate and guarantees that your needs are fulfilled.

o Estate Planning for Business Owners

For businesses, we provide suggestion ranging on topics from estate freezes, succession planning, shareholders agreements and corporate reorganizations.

o Adult Guardianship - Incapacity Planning

Our personal method to adult guardianship problems is essential for dependent adults and their families. The special needs of these clients need a sensitive touch. Our work comprises representing clients making applications for adult guardianship, and providing recommendation concerning the responsibilities of trustees and guardians. We assist with the use and preparation of health care directives and Representation Agreements.

Probate and Administration of Estates

In order to offer for the needs of the immediate family members, conserve estate assets, and to handle all the various matters of the estate; clients need both timely and sound advice. We approach the role of Executor or Administrator with the commitment demanded of this responsibility.

There are several administrative steps in which we can provide correct administration of your estate. We help with locating wills; collecting, safeguarding and locating assets; preparation of documents required to get Court approval of your appointment as Personal Representative; income taxes and other estate liabilities; passing and preparation of the Personal Representative's Accounts; asset distributions, including land transfers; and administrating ongoing trusts for children or lifetime beneficiaries.

Many trust individuals, companies and institutions require recommendation in the administration of estates. We work alongside various professionals in accounting, trusts, banking, insurance and investments so as to help provide you with a well-coordinated and comprehensive service.

Estate Litigation

We deal with estate litigation like for instance challenges that arise form contested wills, the Wills Variation Act, trust variations, and constructive trust claims. Our Estate Litigators represent clients in every level of court, and in alternative dispute resolutions like for instance mediations.

o Contested Wills and Trusts

Our lawyers are experienced in the a lot of disputes which arise from undue influence, incapacity, improper will execution and poor drafting.

o Wills Variation

For those claims that are initiated by disappointed spouses or children, our litigators prepared to represent the claimants, beneficiaries, and estates in wills variation claims.

o Constructive Trust Claims

Our teams of lawyers could defend and prosecute in estate litigation issues comprising unjust enrichment claims and constructive trust.

o Trustee Disputes

We represent disappointed beneficiaries, trustees and pension managers, in cases of dispute arising from the administration or investment by trustees, the passing of trustee account and trustee compensation.


We solve disputes connected to elderly care, estates, estate planning or incapacity, by offering legal counsel at mediations, and in some cases might act as a mediator, either by the parties directly or by counsel to the parties, before or after litigation is commenced.

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Waterloo Lawyers

Waterloo, Ontario


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Waterloo is a city in Southern Ontario, Canada. It is next to Kitchener City, and one of the smallest of the three cities within the Municipality of Waterloo. It is a part of the assigned 675,000 acre land to the Iroquois alliance that consists of the League of Six Nations. The city has a yearly nine-day festival in the twin cities of Kitchener-Waterloo, Ontario, Canada. This particular event is based on the German Oktoberfest, and is usually coined as Canada's Greatest Bavarian Festival. It begins on the Friday which precedes the Canadian Thanksgiving, and runs until Saturday after.

Waterloo is a haven for those who are into culture and arts. The city is home to numerous galleries which feature different artistic creations that range from symphonies to jewelry and painting...