Estate Plan Development
We work with you to create a detailed estate plan that aligns with your goals and circumstances, addressing all asset management and distribution aspects.
While a will is an essential component of estate planning, it's just one piece of a comprehensive strategy. True estate planning involves a multifaceted approach that considers your unique circumstances, family dynamics, asset protection, tax implications, and long-term goals.
Here at Nexus Legal, our Edmonton estate planning lawyers offer a holistic perspective to safeguard your legacy and provide peace of mind.
We work with you to create a detailed estate plan that aligns with your goals and circumstances, addressing all asset management and distribution aspects.
Our experts help you implement tax-efficient strategies to reduce the tax burden on your estate and maximize the value passed on to your beneficiaries.
We develop strategies to protect your assets from potential risks, including creditors, lawsuits, and financial mismanagement.
For business owners, we offer tailored succession planning to ensure the smooth transition of your business to the next generation or new owners.
If charitable giving is important to you, we help you incorporate charitable bequests into your estate plan, ensuring your legacy supports causes you care about.
1
Meet with our estate planning lawyers to discuss your goals, concerns, and assets. We provide initial guidance and outline the estate planning process.
2
We develop a customized estate plan that addresses your specific needs, incorporating strategies for asset protection, tax efficiency, and legacy preservation.
3
We prepare all necessary legal documents, ensuring they are accurate, legally sound, and reflect your wishes.
4
We review the estate plan with you, making any necessary adjustments before finalizing the documents.
5
Once your plan is finalized, we assist with its implementation and offer ongoing support to update the plan as your circumstances change.
Our dedicated estate planning lawyers in Edmonton offer: