Wills and Estates, Trusts and Wealth Management

Bishop & McKenzie has the experience necessary to advise its clients on all matters relating to estate planning and the administration of trusts and estates. We also work closely with the business owners of our corporate clients to prepare and implement appropriate succession plans, taking into account the applicable tax implications and probate laws relating to the transfer of assets.

As well, we possess the necessary skills to ensure that estates are probated in as timely and as cost-effective manner as possible, and offer as much assistance to the executors or trustees as may be required on a case-by-case basis. Should the need arise, we also have the ability to assist our clients where trust or estate matters become contested. In offering these various services to our clients, we regularly assist in a wide variety of matters including:

  • Preparing of wills and codicils
  • Preparing Enduring Powers of Attorney
  • Preparing Personal Directives (Living Wills)
  • Assisting in estate planning
  • Administering estates (with or without a will)
  • Adoptions
  • Initiating Dependent Adult applications
  • Advising personal representatives (executors and administrators)
  • Advising beneficiaries
  • Litigating estate disputes
  • Initiating family relief claims
  • Creating family trusts
  • Advising on business succession planning

Our lawyers in Wills and Estates, Trusts and Wealth Management

Edmonton

lcarr@bmllp.ca
780 421 2436
nbroda@bmllp.ca
780 421 2479
wfawcett@bmllp.ca
780 421 2476
bwillie@bmllp.ca
780 421 2462
pko@bmllp.ca
780 421 2478
lkroeker@bmllp.ca
780 421 2424
jfortier@bmllp.ca
780 421 2472
nstrong@bmllp.ca
780 421 2471
ekirker@bmllp.ca
780 421 2480
jpearce@bmllp.ca
780 421 2499

Calgary

ftaman@bmllp.ca
403 750 7980