At Meritus Law, we believe estate planning is about more than documents. It is about creating stability, protecting relationships, and ensuring that your intentions are carried out with care. Our team provides tailored guidance to help you plan confidently for the future and navigate estate matters with clarity.
Estate Services For The Whole Family.
Our Estate
Law Different
We identify potential risks, explain your options in straightforward terms and guide you through each stage of the transaction.
Estate Planning
We help you create a clear plan that protects your assets and reflects your wishes.
- Personal and corporate wills
- Trusts
- Powers of attorney and representation agreements
- Estate and succession planning
- Guardianship and family provisions
Estate Administration
We guide executors and families through the legal and administrative responsibilities of managing an estate.
- Probate and estate representation
- Executor advisory and support
- Distribution of assets and resolution of claims
- Estate accounting and tax considerations
Family Business Succession
We assist business owners in transitioning ownership and leadership across generations.
- Business succession planning
- Shareholder and partnership continuity
- Integration of tax and estate planning strategies
Trusts
We design and implement trust structures that align with your financial priorities and family needs, offering a strategic, flexible foundation for preserving and transferring your assets with confidence.
- Family Trusts
- Bare Trusts
- Alter Ego Trusts
- Joint Spousal Trusts
- Henson/Disability Trusts
Estate Tax Planning
We ensure that the property you are acquiring is legally sound and free of complications.
Title review | Easements and covenants | Property searches | Risk identification
Our Services For Estates
Meritus Difference.
We understand that these discussions are personal and often complex. That’s why we provide measured, step-by-step guidance that balances legal precision with genuine care for your family’s circumstances.
Step OneUnderstanding Your PrioritiesMore
We begin with a focused discussion about your goals, your family circumstances and the assets you want to protect. This helps us understand what matters most and ensures your plan is built on a clear foundation.
Step TwoDrafting a Tailored PlanMore
Using the information you share, we prepare documents that reflect your wishes with precision. Every will, trust or agreement is crafted to fit your personal and financial needs, with clear explanations at each stage.
Step Three Reviewing TogetherMore
We walk through your documents in detail so you fully understand their purpose and impact. This collaborative review gives you the opportunity to ask questions and make adjustments with confidence.
Step FourFinalizing and SigningMore
Once everything is aligned with your intentions, we guide you through the signing process and ensure all legal formalities are met. You leave with a plan that is complete, clear and ready to support your long term goals.
Step FiveOngoing SupportMore
Life changes, and your estate plan should adapt with it. We remain available for updates and revisions so your documents stay aligned with your evolving needs.
