Estate Planning

Having an estate plan is extremely important. An estate planning lawyer at Lucas Anderson & Partners can help you choose and customize the appropriate combination of documents, possibly including a will, trust, power of attorney, and representation agreement. We also thoroughly review all your personal and financial circumstances as part of the estate planning process to ensure:

  • Your assets will pass to the people you choose with the least amount of taxes and delay.
  • Your minor children are cared for by people who you choose.
  • You have control over your health care and finances in the event that you become incapacitated.

Lucas Anderson & Partners provides a number of services related to estate and incapacity planning. Click on the links below for more information on each type of estate planning document:

  • Wills
  • Powers of Attorney
  • Representation Agreements
  • Trusts
  • Life Insurance Designations
  • Living wills / Advance Directives
  • Nominations of Committee
  • Beneficiary Declarations, including trusts, for RRSPs, Insurance policies, TFSAs, Pension Plans etc.