Estate & Trust Planning

Our Services

Estate Planning Lawyers with Offices in Oakville & Georgetown

You work hard throughout your life to plan for your financial future, ensuring that you can provide for yourself and your loved ones. Just as we plan for these considerations in life, it is important to ensure that these same matters are taken care of after death. Putting a thorough estate plan in place offers the comfort that comes with knowing that your loved ones are protected and that your personal and business interests have been planned for ahead of time. Careful, advanced planning also provides your loved ones with the gift of clarity, which is key to avoiding conflict and costly litigation during the estate administration process.

At Sweatman Law, our expertise in Wills, estate, and trust law is unparalleled throughout Halton Region and the surrounding area. We have extensive experience helping people create estate plans that consider all of the factors that are important to them, no matter the level of complexity involved. Together, we develop personalized solutions that provide the comfort of knowing your loved ones will be provided for and that your assets will be distributed according to your wishes.

Offering a Variety of Estate Planning Solutions in Halton Region

Our estate planning lawyers have extensive planning matters, including more complex issues such as creating business succession plans and designing trusts. Jasmine Sweatman has worked in estates and trusts law with the Law Society of Ontario for over ten years and has published several works on an array of estates and trusts law issues. Our lawyers have extensive experience in this field, and we will work closely with you to ensure that your estate plans reflect your goals. You will have the peace of mind that comes with knowing that when you are no longer around, your estate plans reflect your wishes and will be administered accordingly.

  • Wills
  • Multiple Wills
  • Trusts
  • Powers of Attorney
  • Capacity and Incapacity 
  • Elder Law
  • Deeds of Gifts
  • Insurance Declarations & Beneficiary Designations
  • Henson Trusts & Special Needs Planning

The more an estate can save in taxes and fees, the more available to your beneficiaries under a Will. Our lawyers seek ways to minimize estate administration (probate) taxes, employing options such as multiple wills or designing trusts to achieve specific tax minimizing goals. We also advise planning for beneficiaries with special needs who may be receiving benefits under one or more government assistance programs.

Offering Custom, Strategic Legal Solutions

When you come to Sweatman Law to discuss your legal issue, you will speak with a lawyer who understands the issues you are dealing with and who knows the applicable law and legal concepts. We listen closely as you discuss your legal matter. Then our estate law lawyers will then craft a solution that helps you achieve your goals as quickly and efficiently as possible. You will have confidence, knowing that an experienced team of professionals is working hard for you.

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