Full Estate Planning
A Complete Approach to Estate Planning
Estate planning isn’t just about documents and taxes; it’s about peace of mind. Whether you’re planning ahead or updating an existing strategy, HW Partners helps you align your wishes with practical, tax-smart solutions. Our full estate planning services cover every angle: from asset protection and family legacy planning to will review, executor support, and trust strategy. We work closely with your legal and financial advisors to ensure nothing is overlooked—and everything fits together. With HW, your plan isn’t just complete, it’s built around you.
Our Full Estate Planning Services Include
Personal Estate Strategy
We develop a tailored estate plan that reflects your goals, minimizes tax, and supports a smooth transfer of wealth.
Will & Document Review
We review wills, powers of attorney, and other legal documents with a tax lens—identifying gaps, inefficiencies, or planning opportunities.
Tax Minimization Planning
From charitable giving to timing strategies, we help reduce the tax burden on your estate and heirs.
Family Trust Planning
We guide you on when and how to use trusts in your estate strategy, including setup, compliance, and ongoing filings.
Coordination with Advisors
We work in tandem with your lawyer, wealth advisor, or corporate counsel to ensure your plan is cohesive and fully aligned.
Periodic Plan Updates
Life changes, and so should your estate plan. We revisit your strategy as needed to ensure it continues to work for you.
Why Clients Choose HW Partners for Full Estate Planning
- Thoughtful, comprehensive estate planning
- Clear advice tailored to your family, business, and goals
- Integrated approach with legal and financial partners
Meet the Team Behind Our Full Estate Planning Service
Our experienced team works closely with clients and their legal advisors to ensure trusts are reported correctly, strategically, and with care.
A well-built estate plan isn’t just a tax exercise; it’s a way to honour your intentions and support your family’s future with clarity and care.
~ Spencer Brooks, Tax Partner
Let’s Talk About Your Estate Planning Needs
Whether you’re just getting started or updating an existing plan, we’re ready to help.