Build and Preserve Your Legacy

Estate Planning and Will Preparation Services

Professional estate planning for Canadian business owners. Protect family wealth, minimize taxes, and ensure your business and personal assets transfer according to your wishes.

You’re In The Right Place.

  • Wealthy families don’t leave inheritance to chance—professional planning protects generations of hard-earned success.
  • Without proper planning, taxes consume your legacy—preserve more wealth for family, less for government.
  • Your life’s work deserves protection—ensure your wishes are honored and loved ones are secure.
Wills & Estate Planning

Protect Your Legacy with Professional Estate Plans

Imagine…

Will your family be financially secure when you’re gone?

Without estate planning, your family faces lengthy probate battles and excessive taxes, watching your life’s work diminish while government and legal fees consume the wealth you built.,

Wait…

Preserve your legacy, secure your family’s future.

Strategic estate planning ensures your wealth transfers exactly as you envision while minimizing tax implications and protecting valuable assets.

Create lasting financial security for the people and causes you care about most, preserving your legacy and ensuring your wishes are carried out with precision and care for future generations.

What Are The Benefits?

Ready To decide?

Take control of your family’s financial future and leave a lasting legacy exactly as you envision – strategic estate planning ensures your hard-earned wealth transfers smoothly while minimizing taxes and maximizing what matters most to you.

Legacy Planning

Your family business thrives for generations with clear succession plans that everyone understands.

Wealth Transfer

Your loved ones keep more of what you built through smart tax strategies and planning.

Family Security

Everyone knows their role in business continuity so operations never miss a beat.

Tax Efficiency

Your family works together harmoniously because roles and inheritance are clearly defined.

Generational Wealth

You enjoy retirement security knowing your estate plan maximizes your financial independence.

Inheritance Control

Your legacy grows stronger over time through proper planning that preserves and transfers value.

Peace of mind knowing your legacy is protected and preserved.,”Book a 30-minute session to explore estate planning solutions that safeguard your wealth and ensure your wishes are carried out exactly as intended.”

Get Your Quote

Legacy Lost: Broken Up After You Die

Don’t let your hard-earned legacy be fractured by poor planning; take steps now to properly protect your valuable digital assets for the future.

  • Your life’s work gets carved up and sold piecemeal after you’re gone.
  • Your family faces crushing tax bills that force them to sell assets at terrible prices.
  • Employees and clients worry constantly about who’ll take over when you step down.
  • Your children end up fighting over business control, destroying both relationships and company value.
  • Poor planning leaves you financially vulnerable and dependent on others in retirement.
  • Everything you spent decades building simply disappears without proper transition planning in place.

Design Your Legacy

When preserving family wealth matters, we minimize taxes and ensure your assets transfer exactly according to your wishes.

  • We start with a comprehensive consultation to understand your family wealth and legacy goals.
  • Our estate planning specialists assess your assets to develop tax-efficient wealth transfer strategies.
  • We coordinate with legal professionals to ensure your will and estate plan minimize taxes effectively.
  • Through confidential meetings, we explain how proper planning protects family wealth across generations.
  • We help implement estate strategies that align with your wishes and provide maximum family benefit.
  • We offer ongoing support to review and update your estate plan as your wealth and family grow.

When preserving family wealth matters, we minimize taxes and ensure your assets transfer exactly according to your wishes.,”Wise families learn that confidential wealth discussions often reveal simple strategies that could save thousands in unnecessary taxes.”

You can:

Risk your life’s work being sold off

Leave family with crushing tax bills

Keep succession plans unclear forever

Risk family fights over your legacy

preserve wealth for generations

Or You Can…

Preserve your legacy with proper Wills & Estate Planning that protects family wealth and ensures smooth business succession.

Get Your Quote

Completing our secure online form takes just minutes – it’s simple, hassle-free, and might even bring a smile to your face!

Journeys Through Financial Security

From young professionals taking their first steps toward financial independence to families building their futures, business owners protecting their legacies, newcomers establishing roots, and retirees preserving what they’ve built—each Canadian story deserves tailored protection that evolves with every chapter.

  • Established Family

    Sarah & David

    Dual-income suburban professionals with two young children balancing mortgage payments with a desire for financial security.

  • Young Professional

    David Chen

    Detail-oriented financial analyst with limited time who researches thoroughly before making decisions about his future.

  • Retiree

    Susan Mitchell

    Very much risk-aversed, former HR manager transitioning to part-time work while focusing on stable retirement income strategies.

  • High-net-worth

    Alexander Mitchell

    A seasoned CEO of a Canadian private equity firm focused on legacy protection who works closely with expert advisors on wealth preservation.

  • Small Business Owner

    David McClarty

    A professional services firm owner with 15-30 employees focused on business continuity and employee benefits planning.

  • New Canadian

    Priya Sharmay

    A recent Punjabi Indian immigrant from working as a junior accountant while raising a toddler and learning Canadian financial systems.

  • Health-conscious

    Olivia Matthews

    Nutritionist and wellness advocate who researches thoroughly and seeks transparency in health-related financial products.

  • Young Professional

    Michael Rivera

    Time-pressed IT project manager with two children who prefers delegating financial decisions and values simplified options.

  • Established Family

    Priya and Raj

    Urban power couple with advanced degrees and three children focusing on education funding and early retirement planning.

  • Pre-Retiree

    Robert Clark

    Semi-retired financial consultant who actively manages his wealth while mentoring others and seeking tax-efficient options.

  • Health-conscious

    Priya Patel

    Self-employed fitness trainer and wellness blogger concerned Worry about affording premiums without employer support.

  • Small Business Owner

    Maria Torres

    Retail business owner with 5-10 employees who values community connections and struggles with financial terminology.

  • Established Family

    Carlos & Maria

    Blue-collar small-town couple with a college-bound teen seeking affordable, practical financial solutions without complexity.

  • High-net-worth

    Sophia Lin

    Art collector and philanthropist who balances personal investments with charitable giving and seeks value-aligned options.

  • Small Business Owner

    James Patel

    Fast-paced tech startup founder with analytical approach who seeks expert opinions and data-driven policies to protect equity and attract talent.

  • Health-conscious

    David Clarke

    Mid-sized financial services firm financial advisor who practices what he preaches by investing in comprehensive health and life insurance.

  • Pre-Retirees

    Mary and John

    Retired teacher and nurse in their 70s with concerns about unexpected healthcare costs who want guaranteed income stability without the stress.

  • Young Professional

    Mila Kumar

    Tech marketing manager balancing career ambitions with family planning who values comprehensive health and life coverage.

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Wills & Estate Planning frequently asked questions

Q: What happens to my business without estate planning?

Your business could be sold at terrible prices to pay estate taxes while your family fights over control. Proper planning prevents this disaster. Book a consultation to protect everything you’ve built.

Q: How much estate tax will my family pay?

Estate taxes can consume 40-50% of your business value without proper planning strategies. The good news is most taxes are avoidable with advance planning. Schedule an appointment to minimize your tax burden.

Q: Can I transfer my business to my children?

Yes but it requires careful planning to minimize taxes and ensure smooth transitions. Many families lose businesses due to poor succession planning. Contact us today to create a proper succession strategy.

Q: When should I start estate planning for my business?

Start planning as soon as your business has significant value usually within the first few successful years. Waiting makes planning more expensive and complicated. Get started today with a planning consultation.

Q: How often should I update my estate plan?

Review your plan every 3-5 years or after major business changes like new partners expansions or family changes. Outdated plans can be worse than no plan at all. Schedule a review appointment today.

Still have more questions? Contact Us! or check out all FAQ’s….

  • Complete peace of mind knowing my family’s future is secure and protected.

    Saphira’s comprehensive estate planning saved my family thousands in taxes. My business assets will transfer smoothly to my children when the time comes.
    Michael Thompson
    Montreal, QC

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Wills & Estate Planning