Wills & Estates

Overview

At AEGIS Law, we provide professional will and estate planning services in strict accordance with the Succession Law Reform Act and the Estate Administration Tax Act of Ontario. Our goal is to ensure that your final wishes are legally valid, your wealth is passed on securely, and your estate taxes are minimized through strategic planning.

I. Personalized Will & Trust Setup
  • Will Drafting: Our experienced estate lawyers assess your family structure and asset profile to draft wills that meet legal requirements and accurately reflect your intentions.

  • Trust Instruments: We help establish living trusts, testamentary trusts, and special needs trusts to protect assets and optimize taxes within a compliant framework.

  • Powers of Attorney: We prepare Powers of Attorney for Property and Personal Care to safeguard your financial and medical decision-making in case of incapacity.

II. Estate Administration & Tax Optimization
  • Probate Services: In compliance with the Estate Administration Tax Act, we assist estate trustees through the full probate process, including tax calculation and court filings.

  • Tax Planning: Leveraging the Income Tax Act and Ontario-specific policies, we tailor tax strategies to reduce the burden on you and your heirs.

  • Risk Mitigation: We use trusts or corporate structures to isolate high-risk assets and minimize creditor claims, and we draft clear distribution and dispute resolution clauses to prevent inheritance conflicts.

III. Ongoing Review & Plan Updates
  • Legal Advisory: We provide ongoing legal guidance throughout estate administration and distribution to ensure compliance at every step.

  • Plan Updates: As your family, assets, or laws change, we regularly review and revise your estate plan to maintain its effectiveness and compliance.

  • Seamless Support: From your initial consultation to will drafting, probate, and final distribution, AEGIS delivers end-to-end legal support with a seamless experience.

Secure your family’s future—book a consultation with AEGIS Law today.

Expertise

Why Do You Need a Will?

In Ontario, anyone who owns property, has a spouse or children should create a will under the Succession Law Reform Act. A valid will ensures that your assets are distributed according to your wishes and can significantly reduce legal fees, litigation costs, and administrative delays for your family. Without a will, your estate will be distributed by statutory order, and you won’t be able to name a trusted executor or designate a guardian for minor children.

Dying intestate may result in higher estate administration taxes and legal costs, with prolonged timelines for heirs. Creating a will is a responsible and essential step for your loved ones.

What is Probate?

Probate is the court process in Ontario that validates a will and confirms the appointment of the estate trustee under the Estate Administration Tax Act. Once the application is filed, the court issues a Certificate of Appointment of Estate Trustee, giving the executor legal authority. The estate trustee is responsible for:

  • Identifying and valuing all estate assets, including real estate, investments, and personal property;

  • Paying outstanding debts and taxes, including estate administration tax to the CRA;

  • Distributing the estate to beneficiaries according to the will;

  • Managing disputes and ensuring the estate is administered lawfully and transparently.

A well-prepared and timely probate process helps avoid legal complications and delays—it’s a critical step in honoring your legacy.

 

Our Core Services

1. Will Drafting
  • Customized will preparation under the Succession Law Reform Act, including asset distribution, testamentary trusts, and guardianship designation;

  • Appointment of a qualified estate trustee with legal authority and consent;

  • Will execution and witnessing in accordance with the Wills Act to ensure legal validity.

2. Will Updating & Notarization
  • Periodic reviews and revisions to reflect family or asset changes and tax law updates;

  • Notarization of Powers of Attorney for Property and Personal Care to safeguard your decision-making across life stages;

  • Proper signing and archiving under the supervision of a Notary Public to ensure accessibility and legal enforceability.

3. Estate Dispute Resolution
  • Legal representation for estate trustees or beneficiaries in the Superior Court of Justice or Small Claims Court regarding will validity, executor duties, and distribution;

  • Efficient resolution of family disputes through mediation and arbitration to minimize litigation costs;

Comprehensive case analysis, legal research, and courtroom advocacy to protect your interests and family harmony.

Book a Legal Consultation Today

见解

庆历四年春,滕子京谪守巴陵郡。越明年,政通人和,百废具兴,乃重修岳阳楼,增其旧制,刻唐贤今人诗赋于其上,属予作文以记之。(具 通:俱)

  予观夫巴陵胜状,在洞庭一湖。衔远山,吞长江,浩浩汤汤,横无际涯,朝晖夕阴,气象万千,此则岳阳楼之大观也,前人之述备矣。然则北通巫峡,南极潇湘,迁客骚人,多会于此,览物之情,得无异乎?

  若夫淫雨霏霏,连月不开,阴风怒号,浊浪排空,日星隐曜,山岳潜形,商旅不行,樯倾楫摧,薄暮冥冥,虎啸猿啼。登斯楼也,则有去国怀乡,忧谗畏讥,满目萧然,感极而悲者矣。(隐曜 一作:隐耀;淫雨 通:霪雨)

  至若春和景明,波澜不惊,上下天光,一碧万顷,沙鸥翔集,锦鳞游泳,岸芷汀兰,郁郁青青。而或长烟一空,皓月千里,浮光跃金,静影沉璧,渔歌互答,此乐何极!登斯楼也,则有心旷神怡,宠辱偕忘,把酒临风,其喜洋洋者矣。

  嗟夫!予尝求古仁人之心,或异二者之为,何哉?不以物喜,不以己悲,居庙堂之高则忧其民,处江湖之远则忧其君。是进亦忧,退亦忧。然则何时而乐耶?其必曰“先天下之忧而忧,后天下之乐而乐”乎!噫!微斯人,吾谁与归?

团队

经,常道也。其在于天,谓之命;其赋于人,谓之性。其主于身,谓之心。心也,性也,命也,一也。通人物,达四海,塞天地,亘古今,无有乎弗具,无有乎弗同,无有乎或变者也,是常道也。其应乎感也,则为恻隐,为羞恶,为辞让,为是非;其见于事也,则为父子之亲,为君臣之义,为夫妇之别,为长幼之序,为朋友之信。是恻隐也,羞恶也,辞让也,是非也;是亲也,义也,序也,别也,信也,一也。皆所谓心也,性也,命也。通人物,达四海,塞天地,亘古今,无有乎弗具,无有乎弗同,无有乎或变者也,是常道也。

评价

柳子名愚溪而居。五日,溪之神夜见梦曰:“子何辱予,使予为愚耶?有其实者,名固从之,今予固若是耶?予闻闽有水,生毒雾厉气,中之者,温屯沤泄,藏石走濑,连舻糜解;有鱼焉,锯齿锋尾面兽蹄。是食人,必断而跃之,乃仰噬焉,故其名曰恶溪。西海有水,散涣而无力,不能负芥,投之则委靡垫没,及底而后止,故其名曰弱水。秦有水,掎汩泥淖,挠混沙砾,视之分寸,眙若睨壁,浅深险易,昧昧不觌。乃合泾渭,以自漳秽迹,故其名曰浊泾。雍之西有水,幽险若漆,不知其所出,故其名曰黑水。夫恶、弱,六极也。浊,黑,贱名也。彼得之而不辞,穷万世而不变者,有其实也。今予甚清且美,为子所喜,而又功可以及圃畦,力可以载方舟,朝夕者济焉。子幸择而居予,而辱以无实之名以为愚,卒不见德而肆其诬,岂终不可革耶?”

Tell Us What Happened!

Book AEGIS Legal Experts Now to Get a Clear Picture of Your Case.
We’re Here to Listen and Help Anytime.

Contact Us

Legal Advice Available 24/7

Online Chat

You can message us directly from your mobile device or computer.

Contact Form

Fill out the form below, and we will get back to you within 24 hours.

*Communicating through this form with the firm or any of its individual members does not establish a lawyer-client relationship. Confidential or time-sensitive information should not be submitted via this form.