Legal Portfolios


Legal portfolios are aimed to organize your legal affairs in a way that is comprehensive and well-rounded. Instead of hiring a lawyer for one single transaction, we will advise and guide you through all your legal needs. Planning for acquiring assets, such as real estate or businesses, emergencies, tax implications and general rights and obligations is key to success. We believe that in understanding the different aspects of your life, we can provide the best set of documents with a plan that’s just right and personalized just for you.

If your legal needs fall outside of the scope of the portfolios described above, please give us a call and we’d be happy to schedule a meeting to discuss a plan that’s right for you.

Individual Portfolio

An individual portfolio involves reviewing your personally held assets and creating a legal plan that addresses your long term goals.

The plan includes creating an organized summary of your affairs, addressing tax considerations, and planning for unforeseen circumstances through an estate plan. If you own property or you have a financial plan with respect to your future goals, creating an Individual Portfolio is a great way to keep your legal affairs in order and efficiently address your upcoming endeavours.

Aspects that are addressed may include:

  • Real estate affairs
  • Savings and retirement planning
  • Planning with assets or family members in different jurisdictions
  • Separation and divorce considerations
  • Legacy and contingency planning
  • Planning for changing health circumstances

Start Now

  • Consultation and proposal
  • Real estate transaction representation

Access to online client portal with legal portfolio, including:

  • Real Estate and Property Documents
  • Last Will and Testament
  • Power of Attorney for Property
  • Power of Attorney for Personal Care
  • Personal Asset and Liability Summary
  • Personal Budgeting Worksheet
  • Documents that work best for you

Referrals to professionals benefiting your circumstances:

  • Financial
  • Tax
  • Family
  • Counselors
  • Assessors
  • Appraisers
  • And more

Family Portfolio

If you are married, have children, are in a blended family or a common-law relationship, a Family Portfolio is right for you.

By planning jointly with couples, or tackling issues that are related to families, we strive to plan with our clients for the unique circumstances that reflect their own family histories. This includes reviewing your assets, creating an organized summary of your affairs, addressing guardianship choices, and creating a legal plan that helps you achieve the desired outcomes for your family.

Aspects considered or provided in a Family Portfolio include:

  • Real estate affairs
  • Guardianship planning
  • Retirement and future planning
  • Marriage and Common Law relationships
  • Mixed or blended family planning
  • Family legacy and contingency planning

Start Now

  • Consultation and proposal
  • Real estate transaction representation

Access to online client portal with legal portfolio, including:

  • Real Estate and Property Documents
  • Two Wills
  • Two Powers of Attorney for Property
  • Two Powers of Attorney for Personal Care
  • Three Personal Asset and Liability Summaries
  • Three Personal Budgeting Worksheet
  • Family Mission Statement
  • Family Emergency Plan
  • Guardianship Directive

Referral to professionals benefiting your circumstances:

  • Financial
  • Tax
  • Insurance
  • Family
  • Counselors
  • Assessors
  • Appraisers
  • And more

Corporate Portfolio

A corporate portfolio specifically addresses the strategies most ideal to those who own, or have rights to, corporate and business interests.

By dividing your business and personal affairs we can assist in managing responsibilities, succession planning in the event of death or disability, planning for the reduction of taxes, as well as the review and implementation of agreements which ensure the proper handling of your business endeavours.

Aspects addressed may include:

  • Creating or acquiring a corporation
  • Business succession planning
  • Business contingency planning
  • Corporate share ownership
  • Retirement planning
  • Multiple jurisdiction matters
  • Legacy planning

Start Now

  • Consultation and proposal
  • Real estate transaction representation

Access to online client portal with legal portfolio, including:

  • Review of Corporate Minute Books
  • Update and Rectification of Corporate Minute Book
  • Incorporations
  • Shareholders Agreements
  • Real Estate and Property Documents
  • Multiple Wills
  • Power of Attorney for Corporate Property
  • Power of Attorney for Personal Property
  • Power of Attorney for Personal Care
  • Corporate Asset and Liability Summary
  • Personal Asset and Liability Summary
  • Personal Budgeting Worksheet

Referral to professionals benefiting your circumstances:

  • Financial
  • Tax
  • Insurance
  • Family
  • Assessors
  • Appraisers
  • Agents
  • And more