Wills, Trusts & Estates

An estate plan is essential to ensure a smooth transition of your assets for the benefit of your loved ones. The Wills, Trusts & Estates team at Dueck, Sauer, Jutzi & Noll LLP understands that this process can be emotional and is unique for each individual. We can work together to ensure that your wishes are clearly defined and are administered to the best advantage of your beneficiaries, taking into account all relevant taxes and probate fees.

Immersed in all areas of trusts and estate planning, our experienced team will provide you with personalized and current solutions in the following areas:

  • Wills, including Multiple Wills for Reducing Estate Administration Tax
  • Property and Personal Care Powers of Attorney
  • Personal Tax and Estate Planning, including Family Trusts and Estate Freezes
  • Succession Planning for Entrepreneurs and Family Businesses, including Corporate Reorganizations, Shareholder Agreements
  • Administration and Variation of Trusts
  • Estate Administration
  • Passing of Accounts
  • Removal and Replacement of Estate Administrators, Trustees and Attorneys
  • Mental Incapacity Matters
  • Resolution of Estate Disputes Through Litigation or Mediation
  • Estate Planning including providing for the transfer of Family Cottage