Estate Law Planning and Administration Advice for Families Throughout Ontario
At Pearsall Marshall LLP, our estate law team provides personalized advice to help families and individuals plan for the future and manage estates with confidence. We assist with wills, powers of attorney, trusts, and succession planning, ensuring your wishes are documented and your loved ones are protected. For executors and beneficiaries, we provide guidance in estate administration, probate applications, and the resolution of disputes. Whether you are planning ahead or navigating the responsibilities of an estate, our lawyers are here to guide you every step of the way.
With decades of experience in estate law across Ontario, we understand that every client’s needs are unique. Our lawyers combine technical expertise with a personalized approach, tailoring strategies to your goals while ensuring compliance with Ontario law. From straightforward wills to complex estates, we provide clarity, support, and reliable results. If you are seeking trusted advice for estate planning or administration, contact our estate law team today.
Estate Law Team
- Bart Seguin – Partner
- Robert Tomek — Partner
- Jenna Hotham — Associate
- Andrea Simonits — Associate
Contact Us
Tell us how we can be of service and a Pearsall Marshall Estate Law team member will contact you.
Estate Law Services
Estate Law
Drafting Clear and Enforceable Wills to Protect Your Wishes and Provide for Family and Beneficiaries in Ontario — Drafting wills that clearly express your wishes, avoid disputes, and comply with Ontario law. Services include tailored estate planning, beneficiary designations, guardianship provisions, tax planning, and ensuring enforceability to protect family and preserve assets for future generations.
Preparing Powers of Attorney for Property and Personal Care to Ensure Decision-Makers Manage Finances and Health Needs — Preparing powers of attorney that appoint trusted individuals to manage finances, property, and personal care. Services include customized drafting, advice on decision-making authority, compliance with Ontario law, and safeguarding your interests if incapacity or illness prevents independent action.
Establishing Family, Spousal, Testamentary, and Special-Purpose Trusts for Succession, Tax, and Asset Protection Goals — Creating trusts tailored to succession and asset protection, including family, spousal, testamentary, and special-purpose trusts. Services include drafting trust documents, coordinating with tax advisors, ensuring compliance with Ontario law, and preserving wealth across generations.
Advanced Estate Planning, Succession Strategies, and Charitable Giving Advice for High Net Worth and Business Clients — Advising on advanced estate planning for high net worth and business clients, including succession strategies, family business continuity, charitable giving, tax-efficient transfers, trust structures, and coordinated planning with accountants and financial advisors to preserve and grow wealth.
Probate and Certificate of Appointment Applications, Filings, and Supplementary Probate Processes for Ontario Estates — Preparing and filing probate and certificate of appointment applications for Ontario estates, including supplementary court filings, affidavits, notices to beneficiaries, executor advice, and compliance with court procedures to validate wills and authorize estate trustees to administer assets.
Guiding Executors and Estate Trustees on Duties, Liabilities, Creditor Claims, Beneficiaries, and Estate Administration — Advising executors and estate trustees on Ontario estate administration, including fiduciary duties, creditor claims, liabilities, asset distribution, tax compliance, beneficiary relations, accounting, court requirements, and strategies to reduce risk while ensuring estates are settled properly.
Preparation, Review, and Court Filing of Estate Accounts, Passing of Accounts, and Accounting for Executors and Trustees — Preparing, reviewing, and filing estate accounts in Ontario courts, including formal passing of accounts, executor and trustee accounting, dispute resolution, compliance with statutory requirements, and ensuring accurate reporting of assets, liabilities, and distributions in estate administration.
Estate Disputes, Will Challenges, Dependent Support Claims, Beneficiary Disputes, and Estate Litigation Representation — Representing clients in Ontario estate litigation, including will challenges, dependent support claims, trustee-beneficiary disputes, contested executor appointments, passing of accounts disputes, mediation, arbitration, and court proceedings to resolve conflicts and protect estate interests.
Guardianship Applications for Property and Personal Care, Including Advice, Documentation, and Representation in Ontario — Assisting with guardianship applications for property and personal care in Ontario, including preparing required documentation, advising on responsibilities and decision-making authority, court filings, representation in hearings, and ensuring compliance with statutory requirements for guardians.
Real Estate in Estates – Handling Sales, Title Transfers, Registrations, and Compliance for Estate-Related Properties — Advising on real estate in estates, including property sales, title transfer, mortgage discharges, and registrations. Services cover due diligence, compliance with Ontario estate and land registry requirements, resolving title issues and assisting executors with estate-related property transactions.
Business Succession Planning for Family or Closely Held Companies Including Ownership Transfer and Continuity Strategies — Advising on business succession planning for family and closely held companies, including ownership transfer, shareholder arrangements, governance structure, tax planning, trust use, continuity strategies and coordinated planning with advisors to ensure smooth transition and preserve business value.
Cross-Border Estate and Trust Planning Advising on Foreign Assets, International Jurisdictions and Estate Administration — Advising on cross-border estate and trust planning, including foreign assets, international jurisdictions, tax implications, probate recognition, compliance with Ontario law, coordination with accountants and advisors, and strategies to streamline global estate administration and reduce risk.
