Estate planning and corporate law
The businessyou build.The legacyyou leave.
Most firms handle one or the other. We plan your estate and look after your company side by side, so your will, your shares and your family all point the same way. One firm, one file, one plan.
- 30-minute consultations, by video or in person
- Office in Richmond Hill, serving all of Ontario
Practice areas
Two practices, one plan.
Your estate and your company are tied together, so we advise on them together. The lawyers who draft your shareholders’ agreement also draft the wills that deal with your shares.
Estates
Wills & Estate Planning
For families planning ahead, and for executors handling an estate now.
- Wills, including primary and secondary wills
- Powers of attorney for property and personal care
- Trusts, including Henson trusts
- Probate and estate administration
- Reviewing an older will
Where the two meet
Planning for business owners
Decide now how your shares pass, who runs the company next, and how much probate tax your family can avoid.
- Primary and secondary wills
- A separate will for private company shares, which can usually pass without probate or Estate Administration Tax.
- Estate freezes
- Lock in the value of your shares today so future growth goes to the next generation. Done together with your accountant.
- Buy-sell clauses
- A shareholders’ agreement that says what happens to an owner’s shares on death, illness or exit.
Corporate
Corporate & Business Law
For owners starting, running, buying or selling a business in Ontario.
- Incorporation and share structure
- Shareholders’ agreements
- Buying or selling a business
- NDAs and commercial contracts
- Minute books and corporate records
Also availableAdvice on immigration matters. Ask us at your consultation.
Tell us where you want the business, and your family, to be.How every first meeting starts
Our approach
A traditional firm’s attention, without the traditional runaround.
You’ll be heard first
We start with your goals and your family, not a form. Advice follows once we understand the whole picture.
By video or in person
Meet by video from anywhere in Ontario, or in person at our Richmond Hill office.
The cost, before the work
We lay out your options and give you a clear quote before anything is drafted.
Plain language
Every document is explained in words you would use yourself, before you sign it.
How it works
Four steps, and you always know
which one you’re on.
- 1
Consultation
A 30-minute conversation, by video or in person. Tell us about your family, your business and what you want to protect.
Video or in person - 2
A clear plan and quote
We explain the options, recommend one, and tell you what it will cost before any work begins.
- 3
We draft, you sign
We prepare the documents, go through them with you, and walk you through signing them correctly.
- 4
We stay on file
Annual minute books, and a will review when your family or your business changes.
Our lawyers
The people on your file.
A small team, so you deal with lawyers who know your family and your company.
Meet the team
Andy Chan
Founder and Lawyer
Licensed in Ontario and New York. Founded the firm in 2024.
Victor Li
Lawyer
Windsor Law graduate with an Ivey Business School degree.
Rafail Veli
Lawyer and Commercial Mediator
Came to law after a career in business. Called in the UK and Ontario.
Joseph Keliny
Counsel
Business law counsel. Partner at Keliny Law Firm in Oakville.
5.0
Read all reviewsInsights
Plain answers to common questions.
Estates
Do you need a secondary will for your private company shares?
How Ontario business owners use two wills to keep private company shares out of probate, and when it is worth doing.
Read the article
Corporate
What a shareholders’ agreement should cover before you need it
Buyouts, death or disability, deadlocks and decisions: the clauses Ontario owners should settle while everyone still agrees.
Read the article
Estates
Power of attorney for property vs personal care: what is the difference?
Ontario uses two powers of attorney. What each one covers, who to choose, and what happens if you have neither.
Read the articleGet in touch
Start with one conversation about both.
Tell us a little about your family, your business or the estate you’re handling. We’ll reply to set up a 30-minute consultation, by video or in person.
Hours
Monday to Friday: 9:30 a.m. to 5:30 p.m.
Saturday and Sunday: By appointment
Phone
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