Estate Planning and Administration

Legge & Legge has one of the largest repositories of wills and trusts maintained by a small firm in Ontario. Our lawyers and staff provide consultation and legal advice to clients who wish to have a will, trust or powers of attorney drafted or revised. We prepare each such document to reflect the specific needs and wishes of our clients. We are also able to act for estates as estate lawyers and trustees.

Some of the specific services we provide include: estate administration, incapacity and elder law, trust and estate planning, and will planning and drafting. Outlined below are some of these services. If you are looking for an estates lawyer, you can read about our lawyers here. If you are looking for a member of our staff in our Estates section, you can find our staff listing here.

ESTATE ADMINISTRATION

Legge & Legge has administered estates in Ontario for over forty years. We work closely with our clients and other professionals, including accountants, financial advisors and bankers, to wind up estates or convert these into trusts where necessary.

POWER OF ATTORNEY ADMINISTRATION AND INCAPACITY/ELDER LAW

With people living longer lives, greater numbers of elderly individuals will experience health challenges, both physical and mental. Legge & Legge provides a wide range of services for people living with or anticipating mental or physical incapacity, as well as for their family and care-givers. The estate lawyers at Legge & Legge can help plan for and manage issues that may arise in later life and end of life. 

Many of our clients choose one of our lawyers to act as their attorney under powers of attorney to ensure that they are compassionately cared for and live in dignity. We also assist family members who have been granted powers of attorney in carrying out their duties when they request our help.

Under the supervision of our estate lawyers our power of attorney clerk, Teresa Pelletier, assists those clients who need our help with access to health care and home support services including along term care and retirement home accommodations.  Teresa coordinates a team of free-lance personal support workers who provide any level of care that may be needed by the client either at home or in retirement facility to live comfortably and with as much independence as possible.

Another aspect of caring for our clients with activated powers of attorney is ensuring that their assets are protected and made available to pay the client’s living expenses.  Teresa assists us in managing the finances of our clients, ensuring their bills are paid and that they are receiving any benefits they are entitled to, and prepares the accounting of all financial transactions on the client’s accounts.

To make this process easier for our clients who are living with incapacity and/or who are elderly, our lawyers and staff are happy to make house calls when needed.

TRUST AND ESTATE PLANNINg

This service involves discussing with our clients the impact that certain decisions will have on their estates when drafting a will or trust. Such considerations include tax implications, domestic contracts, beneficiary designations, the role of the Office of the Children's Lawyer, the maintenance of children, the protection of beneficiaries with a current or potential disability, the requirements for bonds in cases of intestacy or our of jurisdiction trustees, and the possible consequences of family breakdown on the will, trust or estate.

For drafting a will with two powers of attorney (for property and personal care) our usual fee is $500.00 plus HST and disbursements. For couples with mirror wills, the charge is $400.00 plus HST. In some circumstances we will give a discount, and for more complex wills we charge extra. Please feel free to discuss fees with us.