TREMBLAY LAW GROUP
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North Bay & Sturgeon FallsLaw Society of Ontario
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Estate Planning & Probate Chambers
Wills, Estates & Wealth Preservation
“Safeguarding multi-generational legacy, tax efficiency, and family harmony.”
A carefully orchestrated estate plan guarantees that your hard-earned assets pass seamlessly to your chosen beneficiaries while minimizing Ontario Estate Administration Tax (probate fees) and preventing family disputes. Tremblay Law Group drafts primary and secondary wills (dual-will corporate asset shelters), enduring Powers of Attorney for Property and Personal Care, and specialized Henson Trusts for beneficiaries with special needs. We also guide executors and estate trustees through probate applications, fiduciary accounting, and estate administration.
Dual-Will structuring to legally exempt private business shares from Ontario probate tax
Comprehensive Continuing Powers of Attorney for Property & Personal Care
Henson Trusts for beneficiaries receiving ODSP benefits
Expedited Probate applications (Certificate of Appointment of Estate Trustee)
Practice Experience
1,800+ Wills Safekept in Chambers Vaults
Northern Bar Advocacy
25+ Years
SCOPE OF LEGAL SERVICES
Comprehensive Legal Deliverables & Structuring
Every file is executed under rigorous statutory compliance standards, providing clear tactical guidance and structured deliverables.
01
Primary & Secondary Wills (Dual-Will Structuring)
Tailored testamentary documents designed for business owners, professionals, and real estate investors to reduce Ontario Estate Administration Tax (approx. 1.5% savings on corporate equity).
Key Scope & Deliverables
- Primary Will for public probatable assets (real estate, accounts)
- Secondary Will for private company shares, shareholder loans, and family heirlooms
- Specific bequests, guardianship nominations for minors, and residue allocation
- Per stirpes and contingent beneficiary distribution formulas
02
Continuing Powers of Attorney (Property & Personal Care)
Granting trusted family members or fiduciaries the legal authority to manage your financial affairs and healthcare decisions in the event of incapacity.
Key Scope & Deliverables
- Power of Attorney for Property with accounting and gifting controls
- Power of Attorney for Personal Care with advance medical directives
- Substitute attorney designations and majority rule clauses
- Safekeeping in fireproof, insured chambers vaults with certified copies
03
Specialized Trusts (Family, Alter Ego & Henson Trusts)
Establishing inter vivos and testamentary trusts to protect vulnerable beneficiaries, manage spendthrift concerns, and ensure tax-efficient capital growth.
Key Scope & Deliverables
- Henson Trust drafting preserving Ontario Disability Support Program (ODSP) eligibility
- Alter Ego and Joint Partner Trusts for individuals aged 65+
- Testamentary spousal trusts and minor children education trusts
- Trustee vesting conditions and capital disbursement milestones
04
Estate Administration & Probate for Executors
Comprehensive guidance for estate trustees (executors) navigating probate filings, asset liquidation, CRA clearance certificates, and beneficiary releases.
Key Scope & Deliverables
- Application for Certificate of Appointment of Estate Trustee (with or without a Will)
- Estate Administration Tax (EAT) calculation and Ministry of Finance return
- Formal Passing of Accounts and Estate Trustee compensation calculations
- Executor Deeds for real estate transfers and Beneficiary Release agreements
GOVERNING STATUTORY FRAMEWORK
Applicable Ontario Statutes & Acts
Our legal strategies are grounded in direct statutory compliance, strict limitation awareness, and governing Ontario precedents.
Succession Law Reform Act
R.S.O. 1990, c. S.26
Establishes formal execution requirements, revocation rules, and dependants' relief claims in Ontario.
Estate Administration Tax Act, 1998
S.O. 1998, c. 34, Sched.
Imposes Ontario probate taxes (~$15 per $1,000 of asset value above $50k) on probated estates.
Substitute Decisions Act, 1992
S.O. 1992, c. 30
Governs Powers of Attorney, statutory capacity thresholds, and guardian appointments.
PROCEDURAL ROADMAP
Step-by-Step Matter Progression
From initial conflict clearance to final resolution, every milestone is systematically documented and executed.
01Week 1
Estate Questionnaire & Goal Mapping
Detailed review of family dynamics, real estate holdings, corporate shareholdings, and designated beneficiaries.
02Week 2 - 3
Drafting Wills & Power of Attorney Instruments
Custom drafting of primary/secondary wills, trust clauses, and enduring powers of attorney with explanatory letter.
03Week 4
Formal Execution & Witnessing
In-person signing ceremony in our chambers adhering strictly to Section 4 of the Succession Law Reform Act.
04Final Completion
Chambers Vault Safekeeping & Client Folio
Deposition of original instruments into our fireproof vault, registering notice, and issuing certified client folios.
REPRESENTATIVE ENGAGEMENTS
Proven Strategic Outcomes
Anonymized case profiles illustrating our tactical approach and client outcomes.
Dual-Will Strategy for Family Business Founder in Sudbury
Context & Challenge:
A founder with $4.5M in private corporate equity, recreational cottage property, and blended family beneficiaries required a comprehensive estate plan.
Chambers Strategy:
Drafted Dual-Will instruments insulating corporate shares, created cottage trust provisions, and instituted enduring powers of attorney.
Achieved Outcome
Saved over $67,500 in Ontario Estate Administration Taxes and eliminated potential probate delays for the operating company.
FREQUENTLY ASKED QUESTIONS
Essential Legal Inquiries
Ontario courts have affirmed that an individual can have multiple wills. Assets that require a court Certificate of Appointment (such as real estate or bank accounts) are governed by the Primary Will and pay the ~1.5% probate tax. Assets that do not require court probate (such as private corporation shares, personal effects, and shareholder loans) are placed in a Secondary Will and completely bypass probate tax.
LEAD COUNSEL
Counsel Assigned to this Practice
Christian Tremblay
B.A. (Hons), LL.B.
Managing Partner & Founder
Christian Tremblay is the Managing Partner and founding principal of Tremblay Law Group Professional Corporation (formerly Wallace & Klein Partners in Law). Born and raised in Northern Ontario, Christian has practiced law across North Bay, Sturgeon Falls, and the greater Nipissing district for over 25 years. He serves as a designated prosecutor for provincial offenses for the Ministry of Transportation and the Ministry of Natural Resources and Forestry, while directing the firm's corporate/commercial, real estate, construction, litigation, and estate practices.
Taylor Trottier
B.A. (Hons), J.D.
Associate Lawyer · Corporate Commercial, Estates & Litigation
Taylor Trottier joined Tremblay Law Group in the summer of 2019. He maintains a comprehensive practice serving corporate and individual clients across Corporate/Commercial transactions, Estate Planning and Estate Litigation, Civil Litigation, Real Estate conveyancing, and Family Law. Taylor provides Northern Ontario business owners and families with structured, forward-thinking legal counsel.
Jeff Jordan
B.A. (Hons), J.D.
Associate Lawyer · Litigation, Corporate & Real Estate
Jeff Jordan joined Tremblay Law Group in the spring of 2021 as a student-at-law and was called to the Ontario Bar in October 2024. Jeff focuses on civil litigation, corporate and commercial law, real estate transactions, wills and estates, and family law. Bringing energetic rigor and in-depth research to the team, Jeff assists clients with precision throughout negotiations and court proceedings.
Fee Structure Standard
Comprehensive Fixed-Fee Estate Planning Packages
Individual and couple estate packages include Primary & Secondary Wills, Powers of Attorney for Property, Powers of Attorney for Personal Care, and lifetime vault safekeeping at clear all-inclusive rates.
SOLICITOR-CLIENT PRIVILEGED INTAKE
Initiate Inquiry: Wills, Estates & Wealth Preservation
Your matter details will be screened by our intake desk for conflicts of interest within 1 business day.
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