Estate Planning

Estate Planning Services for Southern Ontario

Strategic estate planning services securing your legacy. Creating customized plans to protect your assets and provide for your loved ones with confidence and clarity.

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Estate Planning Services

Our team crafts informed legacy decisions through customized estate plans, combining detailed asset analysis with strategic planning to reflect your unique wishes.

Practical Solutions

We create effective plans that protect assets and minimize conflicts through strategic tax planning and wealth transfer solutions, maintaining flexibility for changing circumstances.

Personalized Advice

We develop plans aligned with your values by understanding your family situation, financial goals, and personal wishes, while anticipating future needs and contingencies.

Committed to Our Community

As your trusted Estate Planners, we build lasting relationships to help adapt your plan over time, ensuring continued effectiveness through life’s changes.

Estate Planning

Our Services Include:

  • Will planning
  • Trust solutions
  • Succession planning
  • Powers of attorney
  • Strategic planning
  • Drafting and preparation

Our services also extend to related areas like tax, real estate, wills, estates, and commercial transactions.

Meet the legal team behind your success.

Samantha Machado

Associate Lawyer

Gordon Duy The Vuong

Associate Lawyer

Pavel Malysheuski

Associate Lawyer
Testimonials

Our clients know us best.

I encountered a challenging situation that other firms couldn’t support, but J. David Keith identified my needs and helped me resolve the matter. I’m grateful for their team’s efforts to control costs and accelerate the process as much as possible.

- Korry F.

Excellent experience dealing with a legal matter. Prompt, professional service in all aspects. Darren Frank knows what needs to be done and executes it. I will use him again for any legal matters.

- Dean C.

I want to thank Todd C. Hein and Rhonda Lichty for your professionalism and understanding with my case. It has been a very difficult and upsetting time in my life on a number of levels and I am grateful for the good fortune to have had your counselling.

- Annemarie M.

Many thanks to Darren Frank for his professional efforts with regards to my proceeding. He did a wonderful job at giving me the protection, instructions and support through a very unnerving situation. He identified the other side’s weaknesses clearly, with his trained eye pointed out issues I did not recognize. As my counsel, his suggestions supported moving my matter forward in the most expeditious way

- Donna K.