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Plan my estate

Work with a G&F expert to plan your estate.

Planning an estate isn't something exclusive to eccentric billionaires. Everyone should have some sort of estate plan in place to ensure their financial matters are resolved quickly and expediently, and their family and loved ones lose as little as possible to taxation.

The most important part of estate planning is ensuring that you have a valid, up-to-date will. If you die without a will, the government will distribute your estate in accordance with provincial law. Only a will can ensure your wishes are fulfilled.

Our Wealth Management experts can help identify opportunities and risks when considering the transition of wealth, and family law issues. We have partnered with Stewart, Aulinger & Company to provide wills, estates and family law advice. Our valued members are eligible for a free one-hour consultation with Stewart, Aulinger & Company.

Through our partnership with Concentra Trust, G&F offers the following estate and trust services:

  • Corporate executor services
  • Power of attorney or property guardian
  • Trustee and trust administration duties
  • Executor EASE* 

*Executor EASE is a unique, flexible service designed to help executors understand and navigate their obligations and responsibilities. Executors can choose from a range of services and select only the options they require. 

Concentra Trust specializes in planning and administering estates and trusts, regardless of value or complexity including those with farms and businesses, out-of-province beneficiaries, or difficult family dynamics. The experts at Concentra Trust will ensure commitments and wishes are accurately fulfilled while maintaining sensitivity to needs and concerns of all parties.

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