Complete Wills & Estates Legal Services: From Planning to Administration
Most people tend to put off death and disability planning. It is often uncomfortable to think about, and the needs of everyday life tend to take up a lot of time. However, proper planning for such events ensures your wishes are carried out and will help to ease the burden that falls on family and friends in an already stressful time.
Our Wills & Estates Legal Services
We provide personalized legal services to help you plan for the future. Our team’s experience ensures that your wishes are clearly expressed and implemented.
We take the time to discuss all aspects of planning with you to guarantee that comprehensive and well-thought-out documents are prepared, addressing your specific circumstances and intentions.
Estate Planning Services (for Death & Incapacity)
The foundation of estate planning comes in the form of a will. Your will enables you to do several things:
- Name the executor (personal representative) of your choosing to administer your estate when you pass away
- Provide for appropriate guardianship and trusteeship for your children
- Delegate exactly how your assets should be distributed and to whom
- Dictate how you would like your remains to be dealt with and how you want your funeral to be conducted
- Provide authority to persons to deal with your online and social media accounts if you desire
- Provide instructions for care of your pets
Without a will, the administration of your estate will be handled in accordance with legislation procedures and general orders of priority for the distribution of your assets, the appointment of your personal representative, and the guardianship of your children. For this reason, preparing a will ensures you make these important decisions and appointments to provide for your loved ones in the manner you wish.
Enduring Powers of Attorney & Personal Directives
While a will allows you to plan for death, the Enduring Power of Attorney and Personal Directive are documents that allow a person to set out their wishes and instructions in the event of mental or physical incapacity.
Often overlooked, these documents can be vitally important in ensuring your assets are properly managed and that you are properly cared for during any period of incapacity.
Your Enduring Power of Attorney allows you to:
- Appoint an attorney of your choosing to manage your legal and financial affairs on your behalf during any period of incapacity
- Leave detailed instructions on how you wish for your assets to be managed
- Place restrictions on the powers of your attorney
Your Personal Directive allows you to:
- Appoint an agent of your choosing to coordinate your medical and social decisions
- Express your instructions and wishes for social involvement, recreation, living accommodations, and medical treatment in various circumstances
- Provide appropriate guardianship and trusteeship for your children during any period of incapacity
- Ease the burden your loved ones face with having to make difficult medical decisions on your behalf
Estate Administration Purposes (Upon Death)
Estate administration can be a daunting and stressful process for many people appointed as a personal representative, and it is not hard to see why.
While a will may properly appoint a personal representative, many aspects of estate administration require a Grant of Probate or Grant of Administration before the personal representative is permitted to deal with certain assets, such as real property and bank accounts. Further, personal representatives take on significant responsibility and potential liability, which must be handled with care and experience.
Our goal is to help personal representatives diligently and efficiently administer the estate of the deceased person while minimizing stress, conflict, and liability.
Our estate administration services are focused on simplifying the role of the Personal Representative and include:
- Assistance in reviewing and interpreting the will
- Preparing and submitting Applications for Grants of Probate or Grants of Administration
- Advising personal representatives on their duties and how best to carry them out, including providing information on the process and the steps to be completed
- Advising on liability and how to best to minimize any liability on the personal representative
Questionnaires & Forms
If we have asked you to fill in one of our questionnaires for your legal matter, please find it here:
Our Locations
Main Office
Come visit our main office during the following hours, or make an appointment to see us at our downtown or South Calgary locations.
- 587-323-4155
- 587-318-6755
- [email protected]
- #20, 1915 32nd Avenue NE
- Calgary, AB T2E 7C8
Our Hours
- Monday: 8:00 AM – 5:00 PM
- Tuesday: 8:00 AM – 5:00 PM
- Wednesday: 8:00 AM – 5:00 PM
- Thursday: 8:00 AM – 5:00 PM
- Friday: 8:00 AM – 5:00 PM
- Saturday: CLOSED
- Sunday: CLOSED
Downtown Office
By Appointment Only
- 587-323-4155
- 587-318-6755
- [email protected]
- #350, 229 11th Avenue SE
- Calgary, AB T2G 0Y1
South Office
By Appointment Only
- 587-323-4155
- 587-318-6755
- [email protected]
- #208, 40 Sunpark Plaza SE
- Calgary, AB T2X 3X7
Our Google Reviews
Our Testimonials
Amazing customer service! Travis and the team went above and beyond for us. We used Travis to complete a commercial real estate transaction. The transaction went smoothly and closed on time. Thanks Travis and team for making it such an easy process for us.
WD S
Amazing customer service! Travis and the team went above and beyond for us. We used Travis to complete a commercial real estate transaction. The transaction went smoothly and closed on time. Thanks Travis and team for making it such an easy process for us.
WD S
Reference Materials
Why Prepare a Will?
Wills & EstatesA will is the only way you can leave instructions regarding the distribution of your earthly belongings when you’re gone. Whether your final wishes are respected depends on whether you have a will, what it says, and whether it is worded correctly. A will is a legal document that governs your estate – all of […]
What is an Executor and How Do I Appointment One?
Wills & EstatesDeveloping your will can be complicated. Depending on the complexity of your estate, you may spend a lot of time and effort creating a plan for administering your estate according to your wishes and in the best interest of your loved ones. But who will make sure your wishes are followed through after you pass […]
What is a Certificate of Title? And Why Do I Need It?
Real EstateWhen you buy or sell a home in Alberta, one of the first things your realtor or lawyer will do is obtain a certificate of title from the Land Titles Office. As one of the most critical documents in any real estate transaction, it’s important to understand the certificate of title: where it comes from, […]
Why Prepare a Will?
A will is the only way you can leave instructions regarding the distribution of your earthly belongings when you’re gone. Whether your final wishes are respected depends on whether you have a will, what it says, and whether it is worded correctly. A will is a legal document that governs your estate – all of […]
What is an Executor and How Do I Appointment One?
Developing your will can be complicated. Depending on the complexity of your estate, you may spend a lot of time and effort creating a plan for administering your estate according to your wishes and in the best interest of your loved ones. But who will make sure your wishes are followed through after you pass […]
What is a Certificate of Title? And Why Do I Need It?
When you buy or sell a home in Alberta, one of the first things your realtor or lawyer will do is obtain a certificate of title from the Land Titles Office. As one of the most critical documents in any real estate transaction, it’s important to understand the certificate of title: where it comes from, […]
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