Wealth Management Firms Moose Jaw Saskatchewan

Wealth Management Firms Moose Jaw Saskatchewan - Our Wealth Preservation & Estate Litigation Practice is able to assist our many clients who have issues related to their estates, as well as the creating and preserving of your wealth through estate planning, administration and litigation. Our main responsibility is to address your concerns, that can impact the estate without your awareness.

Our planning and litigation lawyers are knowledgeable at various levels to make sure that matters are dealt with quickly and cost-efficiently. They work closely together to deal with all matters that can arise to challenge your plan. Our planning advice and litigation services are based on thorough knowledge of the planning process in order to offer a net benefit for our clients.

In terms of its community involvement history, our company is proud to represent several leading charities, offering services like for instance the incorporation of societies, the establishment of charitable trusts and foundations, and offering administration suggestion to charities and non-profits.

We provide estate planning seminars for companies, organizations and groups. For family businesses, we offer business succession planning. Likewise existing are group discount to staff or members of the same corporation or institution.

Estate Planning

We can prepare and create comprehensive methods to help decrease taxes and various financial matters placed upon the estates. This is really needed to protect the beneficiaries from avoidable expenses and frustration. We also can offer assistance with plans for charitable reasons.

o Trusts

We advise individuals, institutions, and businesses on administrating, distributing and creating trusts to enhance wealth creation and preservation. By working closely with accountants as well as other business advisors to structure and implement trusts, we help you attain your present and future needs. Trusts are powerful, flexible tools which comprise corporate reorganizations, estate freezes, discretionary family trusts, "alter ego" and "joint spousal" trusts, non-resident trusts, asset-protection, and planning for retirement and succession needs.

o Wills Drafting

We can explore all of your choices in detail and thoroughly determine your desires, prior to preparing your will. Our level of attention and care will help to ensure certainty and security for your estate and would help to guarantee that all your requirements are fulfilled.

o Estate Planning for Business Owners

For businesses, we offer advice ranging on topics from corporate reorganizations, estate freezes, succession planning and to shareholders agreements.

o Adult Guardianship - Incapacity Planning

For adult guardianship matters, our personal approach is essential for dependent adults and their families. The needs of these clients need a sensitive touch. Our work consists of representing clients making applications for adult guardianship, and providing suggestion regarding the responsibilities of guardians and trustees. We assist with the preparation and use of Representation Agreements and health care directives.

Probate and Administration of Estates

To offer for the requirements of the immediate family members, conserve estate assets, and to address all the different issues of the estate; clients need both sound and timely recommendation. We approach the role of Executor or Administrator with the commitment demanded of this responsibility.

There are several administrative steps in which we can provide correct administration of your estate. We assist with locating wills; locating, collecting and safeguarding assets; preparation of documents required to acquire Court approval of your appointment as Personal Representative; income taxes and other estate liabilities; preparation and passing of the Personal Representative's Accounts; asset distributions, like land transfers; and administrating ongoing trusts for children or lifetime beneficiaries.

Trust individuals, companies and institutions require advice in the administration of estates. In order to provide you with service guaranteed to be well-coordinated and comprehensive, we work alongside other professionals responsible for insurance, investments, accounting, trusts and banking.

Estate Litigation

We deal with estate litigation such as challenges that arise form contested wills, the Wills Variation Act, trust variations, and constructive trust claims. Our Estate Litigators represent clients in every level of court, and in alternative dispute resolutions like for example mediations.

o Contested Wills and Trusts

Our lawyers are skilled in the a lot of disputes that arise from improper will execution, poor drafting, undue influence, and incapacity.

o Wills Variation

For those claims which are initiated by disappointed children or spouses, our litigators prepared to represent the beneficiaries, estates and claimants in wills variation claims.

o Constructive Trust Claims

Our teams of lawyers can prosecute and defend in estate litigation issues such as unjust enrichment claims and constructive trust.

o Trustee Disputes

In cases of dispute arising from the administration or investment by trustees, the passing of trustee accounts and trustee compensation, we represent disappointed beneficiaries, trustees and pension managers.


By providing legal counsel at mediations, or in some cases acting as a mediator, we can resolve disputes related to states, estate planning, incapacity, or elder care.

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Located on the Moose Jaw River within south-central Saskatchewan is the city of Moose Jaw. The people of the city fondly refer to themselves as Moose Javians. To the east of the city, approximately 77 kilometers away, is Regina, the capital of Saskatchewan. Regina is easily accessible by the Trans-Canada Highway, which conveniently runs right through Moose Jaw. The municipality of Moose Jaw is well known as being tourist and retirement friendly.

During the year 1857, the municipality was initially named "Moose Jaw Bone Creek" by John Palliser. There are some theories as to how the name was decided. The first theory is that, when looking at a map, the shape of the Moose Jaw River resembles the jaw of a moose...