Estate Planning

Our office is proud to offer in-depth estate planning services for our clients. A comprehensive estate plan includes a Will, Power of Attorney, and Personal Directive. It is very important to ensure you have all three, and that your wishes are properly transferred from word to paper. 

We are committed to ensuring the protection of your assets and a smooth transition of wealth to future generations. Estate planning is important for everyone, regardless of asset ownership. An estate plan helps convey instructions to your Personal Representative (the person(s) in charge of dealing with your estate) and helps ensure a smoother end to your estate. Proper estate planning with our experienced lawyers allows you to feel secure “just in case” something happens to you.

Estates

Grants of Probate & Estate Administration

Weary & Company is here to help Personal Representatives (Executors) navigate the requirements to obtain a Grant from the Alberta Courts and administer an estate. The Grant allows the Personal Representative(s) to deal with the deceased’s property in order to finalize the estate. Not every estate needs to obtain a Grant – if you are uncertain of the requirements for an estate you are the Personal Representative for, please do not hesitate to reach out to our office. 

Administering an Estate Without a Grant

Our office is also happy to help Personal Representatives with the Notice procedure if you are administering an estate without a Grant. While there are no court documents to file in this case, there are notice procedures in the legislation which should still be followed.

Executor Responsibilities & Support

Being chosen as someone’s Personal Representative is both an honour and a large amount of responsibility. Seeking help to ensure you are administering the estate properly is a part of that responsibility and is something our office is here to help with.