At DVC we are experienced in assisting our clients with wills and estate planning.
We approach estate planning and wills with sensitivity and good practical advice.
We believe that estate planning is as much about relationships as it is about assets and that
a good estate plan successfully blends wealth preservation with appropriate measures to care
for the loved ones we leave behind.
Our Estate Planning Services include:
- Reviewing the ownership of assets and implementing changes where necessary to minimize
taxes and probate fees.
- Preparing wills and trust agreements.
- Preparing Representation and Health Care Consent Agreements.
- Preparing Powers of Attorney.
Estate Administration Services
Dealing with the loss of a family member or friend is painful and complicated; our goal at
DVC is to ensure that the legal process for the personal representative is neither.
Our experienced lawyers and legal assistants help our clients through all of the steps of
probate and estate administration, beginning with a review of the will and initial advice
and assisting through the complexities of probate, the realization of estate assets and
the ultimate accounting and distribution to beneficiaries. Our services are tailored to the
experience, needs and wishes of the personal representative.
Our Estate Administration Services include:
- Advising generally with respect to the administration of the estate
- Assisting the personal representative in verifying the ownership of the deceased's assets,
including searching titles.
- Preparing all documents required to obtain a grant of probate.
- Applying for a grant of probate and, where necessary, attending to court applications.
- Attending to the transmission of the assets into the personal representative's name.
- Assisting with transferring the assets to the beneficiaries.
- Assisting with the passing of the personal representative's accounts.
- If required to do so, assisting in the preparation and filing of the necessary income
tax returns for the deceased and the estate.
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