
ESTATE PLANNING
We meet our clients’ estate planning needs with a full range of services. We draft wills, mandates in anticipation of incapacity, powers of attorney and establish trusts to ensure clients have peace of mind regarding the management of their assets. Our team also handles estate settlements, wealth transfers and all estate planning procedures, providing comprehensive support for a secure and efficient transition of family wealth.
Drafting of wills
Establishment and drafting of mandates in the event of incapacity
Creating Powers of Attorney
Formation of trusts
Estate liquidation management
Organization of the transfer of assets
Designing Estate Planning Strategies


Our estate planning services
Life insurance and transfer of assets
Life Insurance Tips: Incorporate life insurance policies into your estate strategy to cover tax obligations and ensure secure capital for your heirs.
Structuring the Will and Capacity Planning
Drafting of wills: Preparation of clear wills that comply with your wishes, for a smooth transfer of your assets.
Capacity Planning: Preparing documents such as power of attorney or protective orders to ensure your affairs are managed in the event of incapacity.
Trusts for the protection of heritage
Individual Trusts: Establish strong trusts to protect your assets from unexpected events, benefit from tax advantages and improve the management of your wealth.
Business Trusts: Creation of specific trusts to facilitate business succession, ensuring a smooth transition of responsibilities and assets.
Asset transfer and tax optimization
Spousal Transfer: Organization of asset transfers to reduce tax impacts, such as tax deferral, and simplify wealth management upon death.
Mandate of incapacity and complex succession
Incapacity mandates: Anticipate the management of your assets and your personal decisions in the event of future incapacity.
Business Succession and Blended Families: Assistance in complex situations, such as transferring business ownership or protecting the interests of minor children or dependent adults.
Dispute resolution and conflict prevention
Implementation of personalized solutions to prevent family conflicts and ensure a harmonious transition, whether in a family or professional context.
By working with us, you benefit from a tailor-made approach to meet the unique needs of your situation, thus securing the transmission of your assets and the sustainability of your legacy.