Calgary Estate Planning Lawyers
Preserving Wealth For Beneficiaries Establishing Care Directives
Kirk Montoute Dawson LLP maintains a comprehensive wills and estates practice in Calgary. We offer individualized solutions to Albertans from all walks of life. As experienced lawyers we have the knowledge to advise and recommend estate planning options that meet your objectives, which can include minimizing the tax burden on your estate assets and ensuring your care directives are formalized.
If you need your questions answered regarding how to best set up your estate plan, contact our Calgary law firm for guidance. You can call us at 403-233-9300 or reach out to our team online.
Full-Service Wills And Estates Law Firm
When we work with a client to create an estate plan, we recommend the key legal tools of a will, power of attorney and personal directive. A will is a document that outlines how your financial assets are to be dispersed. It can also designate guardianship of minor children in the event of your death.
A power of attorney gives another individual the authority to make financial decisions on your behalf should you become unable to do so. It is essential to understand the effect of a power of attorney and know under what conditions it comes into force. Similar to a power of attorney for financial decisions, a personal directive gives a person the right to make decisions about your medical and personal care when you cannot speak for yourself.
Kirk Montoute Dawson LLP consults with you on your estate planning goals and offers the best solutions to meet your objectives. We offer complete information about your options for trust creation, business succession planning and other issues relevant to you.
Planning Your Estate After a Divorce
If you have gone through a divorce, it is important to revisit your will and other documents in order to make sure everything is up to date. It is critical to ensure that your assets go where you intend them to go and that your children are taken care of should anything happen. That may involve changing certain agents under your plan and re-evaluating who inherits your property.
Estate Planning Questionnaire
If you are looking to create a Will, Enduring Power of Attorney, and/or a Personal Directive, please review and fill out this form. When these three documents are completed you can appoint someone to make medical decisions on your behalf if you are unable, someone to make financial decisions on your behalf if you lose mental capacity, and to lay out how you would like your estate to be handled by an appointed Personal Representative. When the form is complete, please contact us and we can begin drafting your personalised estate planning documents.
Serving Family Members: Probate And Estate Administration
When a person passes on, family members are often at a loss as to how they are to fulfil their responsibilities to the estate. Our probate and estate administration practice consists of advising on and fulfilling the steps to have a will probated. We also advise executors on payment of creditors, filing of taxes and asset distribution.