Wills, POAs & Estate Administration
Ensure Your Wishes Are Honoured — and Your Estate Is Protected
We guide individuals, executors, and families through will structure, powers of attorney, probate, and estate administration — with a tax-efficient approach at every step.
More Than a Will — A Complete Estate Plan
A will is the foundation, but a complete estate plan also includes powers of attorney, beneficiary designations, trust structures, and a tax strategy that minimizes what the CRA takes on death. Our CPAs work alongside your estate lawyer to make sure every piece fits together — so your estate is distributed according to your wishes, efficiently and with minimal tax.
What We Handle
Will Structure & Tax Advice
We advise on will structure from a tax perspective — including multiple wills to reduce probate fees on private company shares and other non-probatable assets.
Powers of Attorney
Guidance on property and personal care powers of attorney, including tax implications of acting under a POA and managing assets on behalf of an incapacitated person.
Probate Tax Planning
Strategies to reduce Ontario estate administration tax (probate fees), including asset structuring, joint ownership, and designated beneficiary arrangements.
Executor Support & Guidance
Step-by-step guidance for executors on their duties, timelines, tax obligations, and personal liability — including preparation of the deceased's final T1 return.
Estate Asset Inventory & Valuation
Comprehensive inventory and valuation of estate assets including real property, investments, business interests, and foreign assets.
CRA Clearance Certificate
Application for a CRA clearance certificate to confirm all taxes are paid and protect the executor from personal liability before distributing estate assets.
Real Situations We Help With
Multiple wills
A business owner with private company shares — we advise on a secondary will to keep those shares out of probate, potentially saving tens of thousands in estate administration tax.
Family home in the estate
We advise on the principal residence exemption, capital gains exposure, and the most tax-efficient way to transfer real estate to the next generation.
Executor overwhelmed
An executor unsure of their obligations — we map out every step, deadline, and tax filing so nothing is missed and personal liability is minimized.
Cross-border estate
A deceased with U.S. assets or foreign property — we coordinate with international advisors to address both Canadian and foreign tax obligations.
Frequently Asked Questions
Ready to Put a Plan in Place?
Our team is here to guide you through every obligation — with clarity, efficiency, and care.
Book a Free Consultation