Estate Planning Services
Estate Planning That Protects the Legacy You've Built
Book your consultation →Most estate plans distribute what's left behind. Yours should protect what you built.
Longevity Wealth treats estate planning as part of one coordinated strategy, not a document drafted in isolation.
Book your consultation →
When Your Estate Plan Hasn't Kept Pace With Your Success
A generic will doesn't know what to do with shares in a private corporation, and it doesn't minimize the tax bill your estate will face.
But likely, none of them have ever been in the same room. Our approach is different.
One Estate Strategy. Coordinated, Not Fragmented.
Longevity Wealth treats your estate plan as part of the same coordinated strategy as your tax, insurance, and investments, not a separate project handed to whichever lawyer you found first. We cover:
- Wills & powers of attorney
- Trusts
- Corporate reorganizations & estate freezes
- Insurance-funded planning
- Intergenerational wealth transfer
Reviewed alongside your broader plan, not drafted once and forgotten.
Who This Estate Planning Is For
Estate Planning for Business Owners
You own shares in a corporation, and a generic will doesn't address what happens to them, your holding company, or your retained earnings when you're gone. Your estate plan should include your succession and tax strategy, not just your personal affairs.
Estate Planning for Individuals
Even without a corporation, your estate plan needs to reflect your actual life: your family, your assets, and how you want to be remembered. A generic will often misses the details that matter most.
Why is estate planning important?
Because a will alone doesn't protect what you've built.
A coordinated estate strategy replaces disconnected documents with one clear direction, and adapts as your business, your family, and your assets change, reviewed regularly rather than filed away and forgotten.
What Your Estate Planning Covers
Book your consultation →Wills and Powers of Attorney
The foundation of any estate plan, drafted by your lawyer around your actual assets, including your corporation.
Trusts
Structures that give you control over how and when your wealth reaches the people you want to provide for.
Corporate Reorganizations and Estate Freezes
Lock in your corporation's current value and shift future growth to the next generation, minimizing the tax bill.
Insurance-Funded Estate Planning
Life insurance structured to cover your estate's tax liability, so your family isn't forced to sell assets to pay it.
Intergenerational Wealth Transfer
A plan for passing on your business or estate on your terms, coordinated years before the transfer itself.
Probate and Tax Minimization
Strategies to reduce what your estate loses to fees and taxes, which vary dramatically by province.
How It Works: Three Simple Steps
- 01
Tell us what matters most.
A conversation about your business, your family, and where your current plan falls short.
- 02
Get a tailored estate strategy.
Your advisor team coordinates with your lawyer and accountant around your actual structure.
- 03
Review it as your life changes.
Your plan is revisited on a regular cadence, not forgotten until it's too late.
The State of Estate Planning in Canada
The gap between intention and action is larger than most business owners realize.
The share of Canadians who say a will is an essential part of estate planning, according to RBC Royal Trust and the National Institute on Ageing.
The share of Canadians who actually have an estate plan in place, according to a 2025 Ipsos poll conducted for RBC Insurance.
Knowing it matters and having a plan in place are two different things. Longevity Wealth closes that gap.
Why Clients Choose Longevity Wealth for Estate Planning
Longevity Wealth is built on a simple idea: your estate should reflect the life you built, not just the paperwork you left behind.
Your estate strategy is coordinated with your tax planning, insurance, and investments, delivered through by our advisor team.
We work with clients across Canada (excluding Quebec), virtually or in person from our Toronto base.
“I had no financial plan and felt overwhelmed, but Longevity helped me take control and start building a future I feel confident in.”
Estate Planning FAQ
Wills, trusts, corporate reorganizations, insurance-funded strategies, and intergenerational transfer, coordinated with your tax and insurance planning.
Yes. We coordinate with your lawyer, or refer you to one, so your legal documents reflect the same strategy as your broader plan.
It's part of your broader financial plan, not billed separately. Your advisor will walk you through the engagement during your discovery call.
A will alone doesn't address corporate shares, tax minimization, or coordination with your insurance and investments.
Incorporated business owners, high-income executives, tech entrepreneurs, and incorporated professionals whose estates have outgrown a generic will.
Book Your 30-Minute Discovery Call
No obligation. No sales pitch. Just a conversation about what your estate plan is missing, and whether Longevity Wealth is the right fit to fix it.
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