Who you want to provide for
The people who matter to you and any individual needs your plan should consider.
Preparation of wills
A will that reflects your wishes.
A will records your wishes for your estate and names the person you want to administer it. We help you consider your family, your assets, and the people you want to provide for.
Discuss your needsWhat we’ll work through
A plan built around
the people in your life.
Who will carry out your wishes
Someone you trust who is willing and able to administer your estate.
The details that make it yours
Your family circumstances, property, and business interests, considered together.
A few common questions
Before we talk.
You don't need every decision made before we talk. Start with these common questions about preparing a will, choosing an executor, and keeping your plans up to date.
What should I think about before discussing a will?
Consider the people you want to provide for, your assets and liabilities, and who you would trust to administer your estate. Bring any existing will and a list of questions. You do not need to have every decision settled before getting advice.
When should I review an existing will?
A change in family relationships, finances, business interests, or the people named in your will can be a reason to review it. A review helps identify whether the document still reflects your wishes.
What should I consider when choosing an executor?
Consider the person’s willingness, ability to manage financial and administrative work, and availability. Estate administration carries responsibilities, so it is worth discussing the choice with them and with your lawyer.
Does my will replace a power of attorney?
No. A will addresses your estate after death. Powers of attorney address decisions during your lifetime. Both can be considered as part of your estate plan.
416-640-2970jared@rosenbaumestatelaw.com
393 University Ave., Suite 2000
Toronto, ON M5G 2M2
Meet virtually or in person.