Home› Services› Estate Planning
Services — Estate Planning

Protect what you've built and pass it on wisely.

Estate planning is about more than a will. It is about making sure everything you have worked for goes where you want it to go — tax-efficiently, without unnecessary probate fees, and without leaving your family to sort out a complicated mess.

Book a Free Call All Services
Estate Planning Edmonton Alberta
What's Included

How I can help with estate planning

Estate planning in Alberta is about more than a will. It is about making sure everything you have worked for goes where you want it to go — tax-efficiently, without unnecessary probate fees, and without leaving your family to sort out a complicated mess.

✓  Beneficiary Designation ReviewRRSPs, TFSAs, pensions, and life insurance — all beneficiary designations reviewed to ensure your assets go where you actually intend.
✓  Estate Liquidity AnalysisCan your estate pay taxes without forcing a sale of property or investments? We model your estate's cash needs and structure solutions in advance.
✓  Probate MinimizationStrategies to reduce what passes through probate — including beneficiary designations, joint ownership, and trusts — saving your estate fees and delays.
✓  RRSP/RRIF Rollover PlanningYour RRSP is fully taxable at death unless it rolls over to a qualifying spouse or dependant. Advance planning around this is one of the most valuable estate strategies available.
✓  Life Insurance as an Estate ToolPermanent life insurance can fund estate taxes, equalize inheritances between heirs, and transfer wealth tax-efficiently to the next generation.
✓  Coordination with Your LawyerWe work alongside your Alberta lawyer on will and power of attorney review — ensuring your financial plan and legal documents are fully aligned.
✓  Executor GuidanceHelping executors understand their responsibilities, navigate the estate administration process, and make informed decisions during a difficult time.
Book a Free Call View Fees
Who This Is For

Is this right for you?

  • Anyone in Alberta who owns assets and has people they care about
  • Business owners with complex Alberta succession considerations
  • Blended families navigating competing interests under Alberta law
  • Executors who need guidance navigating Alberta estate administration
  • Those who have experienced a major life change — marriage, divorce, loss of a spouse

Not sure if this applies to you? Book a free call — we'll figure it out together.

Let's Talk →
Common Questions

Frequently asked questions about estate planning

A will is essential but not sufficient in Alberta. Many assets — RRSPs, TFSAs, life insurance, jointly owned property — pass outside your will through beneficiary designations and joint ownership. Without a coordinated estate plan, your intentions may not be carried out correctly.
Probate in Alberta is the legal process that validates your will and authorizes your executor to act. Alberta probate fees are based on the value of the estate. Strategies like naming beneficiaries, joint ownership, and trusts can reduce what goes through probate and speed up the process for your family.
Your RRSP is fully taxable in the year of death — unless it rolls over tax-free to a surviving spouse or eligible dependant. This can be a significant tax hit for your Alberta estate. Advance planning around this is one of the most valuable things we can do together.
Review any time you have a major life event — marriage, divorce, birth of a grandchild, death of a beneficiary, significant asset change, or business sale. Otherwise, every 3–5 years to ensure your plan reflects current Alberta law and your current wishes.

Protect what you have built — start the conversation today.

Book a free 20-minute exploratory call — no pressure, no jargon, no obligation.

Book Your Free Call