Burlington Wills & Estate Lawyers

Planning ahead protects the people and causes you care about. Whether you need a first will, an update after a life change, or help administering a loved one's estate, UL Lawyers provides clear, practical guidance from our downtown Burlington office.

• Free consultation · Transparent fees (flat-fee packages available for standard documents)
• Local and accessible: 552 Brant Street, Burlington, ON L7R 2G8
• Speak to a lawyer: 905‑744‑8888 · info@ullaw.ca

How we help

Legal planning should feel calm and straightforward. Our role is to listen first, explain your options in plain language, and prepare tailored documents that reflect your wishes and protect your family.

Why Burlington families choose UL Lawyers

• Personalized advice: Plans for blended families, business owners, new Canadians, and complex estates.
• Efficient execution: In‑person or remote witnessing available where permitted.
• Practical focus: Coordination of beneficiary designations, digital assets, and tax‑aware strategies.
• Support for executors: Step‑by‑step guidance for probate and estate administration.

Services we offer

Wills & Codicils

• Comprehensive wills for individuals and couples
• Guardianship wishes for minor children
• Specific gifts, charitable bequests, and residue planning
• Backup executors and alternates

Powers of Attorney (Property & Personal Care)

• Property: someone you trust to manage finances if you're unable
• Personal Care: health and personal decisions if you cannot decide
• Guidance on choosing attorneys and discussing expectations

Estate Planning & Trusts

• Spousal, family, and testamentary trusts
• Henson trusts for beneficiaries with disabilities (to preserve ODSP eligibility)
• Multiple‑will planning for private company shares and complex asset mixes
• Business succession and blended family planning
• Strategies to reduce probate exposure and maintain privacy

Probate & Estate Administration

• Applications for Certificates of Appointment (with or without a will)
• Small Estate applications (where eligible)
• Executor support: notices, valuations, accounts, distributions, and releases
• Guidance on Estate Administration Tax and efficient estate settlement

Estate Litigation (when disputes arise)

• Will challenges/defences (capacity, undue influence, compliance)
• Dependant support claims/defences
• Passing of accounts, removal/replacement of estate trustees
• Guardianship and attorney disputes

We tailor the plan to your goals and budget, then execute it carefully and efficiently.

Ontario essentials (what to know)

• Remote witnessing is permitted for wills and powers of attorney via audio‑visual technology when conditions are met.
• Marriage no longer revokes a will for marriages on or after January 1, 2022.
• Separated spouses: As of January 1, 2025, separated spouses are treated more like divorced spouses for many inheritance rules.
• Small Estates: If an estate is $150,000 or less, Ontario offers a simplified probate process.
• Estate Administration Tax: $0 on the first $50,000; 1.5% on value over $50,000.
• Common‑law partners do not have the same automatic inheritance rights as married spouses.

Our process

1. Discovery & goals — We map family, assets, and priorities.
2. Design — Options for guardians, executors, trustees, and tax‑aware structures.
3. Draft — Clear, plain‑language documents tailored to your wishes.
4. Review — We walk you through every clause and answer questions.
5. Execute — In‑person or compliant remote witnessing.
6. Store & update — Secure copies, practical checklist, and future updates.

Burlington & areas we serve

We serve clients across Burlington, Halton Region, Hamilton, and the GTA—in person or virtually.

Office: UL Lawyers, 552 Brant Street, Burlington, ON L7R 2G8
Phone: 905‑744‑8888 · Email: info@ullaw.ca