Wills

A will is one of the most important things you can do for your family. I'll help you put one in place that clearly reflects your wishes, and makes things as straightforward as possible for the people you leave behind.

Why a Will Matters

Peace of mind for you, and clarity for those you love. 

A Will is the foundation of any solid estate plan. Without one, the law – not you – decides what happens to your home, your savings, and more importantly, your children. 

Creating a Will is one of the most thoughtful things you can do for your family. It's your opportunity to speak clearly about what matters to you – who inherits your home, who receives personal treasures with sentimental value, and who you trust to carry out your wishes after you're gone.

Without a valid Will, your estate is distributed according to Ontario's Succession Law Reform Act, which follows a fixed formula that may have nothing to do with your actual wishes. Your common-law partner, close friends, or favourite charities may receive nothing at all.

I take the time to understand your family, your assets, and your goals before drafting a single word. Whether your situation is straightforward or involves blended families, business interests, or cross-border assets, I ensure your Will is clear, comprehensive, and legally sound.

What Your Ontario Will Can Cover

A well-drafted Will addresses far more than just who gets what. It can name guardians for minor children, provide for a pet, set conditions on gifts to young adults, establish trusts for vulnerable beneficiaries, minimize estate taxes, and name an executor you trust to handle the process with care.

What I Can Help With

  • Simple Wills for individuals

  • Mirror Wills for couples

  • Wills with Testamentary Trusts

  • Wills for blended families

  • Guardian designations for minors

  • Business succession provisions

  • Charitable giving clauses

  • Pet care provisions

How It Works

  1. Questionnaire & Intake
    I’ll begin by sending you an estate planning questionnaire to complete at your convenience. This allows me to gather key information in advance, so our time together is focused, efficient, and tailored to you.  

  2. Planning Meeting
    Once I’ve received your questionnaire, we’ll meet – either in person or by video – and I’ll walk you through your plan in detail. I’ll guide you through your options, answer your questions, and help you make informed decisions about how you’d like your estate structured.

  3. Drafting Your Will
    I prepare a clear, plain-language draft for your review, along with explanatory notes. If needed, we can walk through the documents together to ensure everything is exactly as you intend.

  4. Signing & Witnessing
    Once you’re comfortable with the documents, I’ll arrange a signing appointment that meets all legal requirements, ensuring your Will is valid and properly executed.

  5. Safekeeping & Updates
    Life changes – and so should your Will. I store your documents securely and am always available to review and update your documents as your circumstances evolve.

Wills & Estate Planning Frequently Asked Questions (FAQs)