Wills, trusts, and estate planning that is tailored to the requirements of you and your family
The comfort and support of legal professionals and the confidence that matters will be handled properly.
The lawyers at McLeod & Schneiderat prepare wills, trusts, probate, estate administration and all issues related to estate planning (including power of attorney and representation agreements). We fully understand how stressful losing a loved one can be and how the sheer amount of tasks to be taken care of can seem very overwhelming. At times like these, you need the comfort and support of legal professionals and the confidence that matters will be handled properly.
Our highly experienced team members take care of everything, ensuring that what can often be an extremely complicated process runs as smoothly as possible for you and your family. Our lawyers become intimately familiar with your unique situation, including family relationships, providing the best options and solutions and dealing effectively with any disputes that may arise. This allows us to make important decisions regarding wills, trusts, and estate planning that are tailored to the requirements for you and your family, at the time of planning, at the time of your loss and into the future.
Our wills, trusts, and estate planning legal services include:
- Wills and codicils
- Power of attorney (enduring, springing and limited)
- Representation agreement
- Estate administration
- Estate litigation
- Guardianship of adults
- Trusts and family trusts.
We provide advice for wealth management, investments, and succession issues if the estate is of significant size. The lawyers at McLeod & Schneiderat also work closely with accountants, investment professionals, financial advisors, insurance companies, pension administrators, and other parties connected to the estate planning so that everything is managed as efficiently as possible.
The Penticton office staff are all superb. Fantastic communication, hard-working and truly supportive through the legal process. Whether you are looking at Wills, POA’s or a more complicated matter, this law firm handles all with grace and class.