Estate Planning & Administration

ESTATE PLANNING & ADMINISTRATION

Estate Planning

Proper estate planning is essential to ensure your assets are managed and distributed according to your wishes, while minimizing stress and confusion for your loved ones. We work with each individual client to consider their specific priorities, needs, and goals, to ensure that these objectives are reflected within their estate plan in accordance with Ontario law. Whether you need to prepare your first Will or update an existing Will, we are here to help. With our assistance, you will feel settled knowing that your family will be looked after.

Estate Administration

Navigating the complexities of probate and estate administration can be overwhelming, especially during a time of grieving. Our team assists with:

• Determining whether a Certificate of Appointment of Estate Trustee with a Will (also known as "probate") is necessary
• Advising in plain language on the legal requirements related to the Will
• Assisting the Executor of an Estate with the winding up and administration of estate of with efficiency and professionalism
• Completing transfers of any properties owned by the estate

‍

Henson Trust Preparation

A Henson Trust is a specialized tool designed to protect financially dependent beneficiaries, such as those with disabilities.

We help:

• Draft trusts that safeguard inheritances from external claims
• Preserve eligibility for government benefits
• Provide financial security for your loved ones

‍
Why Choose Fazio Law for Estate Planning?

At Fazio Law, we understand that planning for the future can be an emotional and complex process. That’s why we focus on providing personalized, practical advice tailored to your unique situation. Our goal is to create an estate plan that makes challenging times more manageable for your beneficiaries while ensuring your wishes are respected.