2021 Progressive Estate Planners

The eState Academy Progressive Estate Planners list aims to recognize forward-thinking estate specialists who have embraced Estate Planning technology in their practice.

Vaughan
,
Ontario
Barrila Law Professional Corporation

Gaetano Barrila is the principal lawyer at Barrila Law Professional Corporation. Barrila Law is a client-centred, service-oriented firm in Vaughan. Gaetano’s practice is dedicated to real estate law, corporate and commercial law, and wills and estate law. Gaetano assists clients on transactions, including the buying and selling of homes; land acquisitions; acquisition of commercial buildings, retail buildings and plazas; corporate organization and reorganization; acquisitions of businesses; commercial leases; will drafting; estate planning; and contract drafting. When he is not taking care of his clients, you can find this loyal husband and proud father of two on the ice coaching minor hockey for the Richmond Hill Stars or playing hockey in the driveway with his boys. Gaetano is licensed to practice law in both the Province of Ontario and the State of New York.

North York
,
Ontario
Charney Legal

Avi Charney is a Barrister and Solicitor, Notary Public and a Commissioner for taking affidavits in Ontario, as well as an Advocate licensed to practice law in the State of Israel. Avi founded Charney Legal Professional Corporation to offer premium, high-end Estate Planning and Real Estate related services for reasonable prices. With an emphasis on client service and satisfaction, Avi enjoys helping people with important milestones in their lives, including making Wills and buying, selling and refinancing property. As a believer in access to justice, Avi prides himself on being responsive, reliable, knowledgeable and accessible. Charney Legal harnesses the latest technology to facilitate meetings and the provision of legal services.

North Bay
,
Ontario
D’Agostino & Associates Barristers & Solicitors

Anna Fitzsimmons is a lawyer at C. John D’Agostino Law Professional Corporation. Some of the most important services required by our clients involve the drafting and preparation of wills and powers of attorney. Estate planning, taxation, and administration form an integral part of the practice. The importance of durable powers of attorney and corporate and personal wills cannot be overlooked or underestimated. Succession planning by our firm is tailored to the needs of individual clients. We confer with your consultants and financial advisors to ensure your plan is legally sound and tax-efficient. Our services include Personal Wills, Corporate Wills, Powers of Attorney and Living Wills, Inter-Vivos Trusts & Testamentary Trusts, and Estate Administration Services.

Kingston
,
Ontario
Fallow Estates Law

Angela is an estate planning and administration lawyer in Kingston, Ontario, who feels incredibly fortunate to be able to guide clients through difficult tasks and decisions regarding estate and family members. After five years working for a well-established local law firm, Angela recently opened Fallow Estates Law. She runs her office from a fantastic downtown location and is happy to bring her friendly Bernadoodle, Cocoa, to work each day to lighten the office mood for clients and staff alike. She has given countless presentations on various estate-related topics and most recently gave her second annual presentation for the 2020 Probate Essentials course offered by the Law Society of Ontario. Angela is passionate about writing, cooking, and hiking with her family, spending many weekends doing just that.

London
,
Ontario
Ferguson Patterson Law

Erin Rankin Nash is Counsel at FP Law in London, Ontario. Erin practices in Wills, Trusts, Estate Administration, Litigation, Elder Law and Health Law. She was on the Consent and Capacity Board for six years, dealing with the vulnerable and those with mental health issues. Erin is the current, past President of the Middlesex Law Association and is also on the Brescia College University Board of Trustee and the Research Ethics Board. She has also been on numerous Boards locally, provincially and federally. Erin loves spending time with her family, friends and travelling.

Toronto
,
Ontario
Glady Law

Fred is a Toronto-based Estates and Business law lawyer who combines legal technology and know-how to deliver exemplary service to his clients. In his Estates law practice, Fred designs and documents estates plans that meet the objectives of his owner-manager and high-net-worth clients. In his Business law practice, Fred supports entrepreneurs and businesses in achieving scaled and sustained growth, informed by his many years as an executive of a leading Canadian information and technology company. Fred volunteers his time as Board President of Camp Quality Canada and Mentor for Schulich School of Law, ventureLAB, Ryerson DMZ, and the University of Toronto Hatchery.

Milton
,
Ontario
Laroux Peoples

Laroux is a Wills & Estates lawyer in Toronto who started her private practice remotely, paperlessly, and on the cloud over six years ago during the legal tech boom. Her clients love being able to do their estate planning from the comfort of their own home. Laroux introduced many client-friendly options early on in her practice, based both on her needs as a mom with young children and those of her clients, many of whom are in the same boat. Laroux focuses her firm on refining the client experience with help from the latest technology and a fabulous remote team.

Toronto
,
Ontario
Lee Wills and Estates

Teresa F. Lee is a Toronto lawyer whose practice focuses solely on estate planning and administration. Teresa developed her unique 360 degree perspective in estates law after having spent over 20 years in the financial services industry in various progressive roles, including Will and Estate Planning Consultant, Legal Counsel (Estates), Head and Chief Operating Officer of the trust company, and Senior Director, Estates and Trusts at the retail bank. Teresa uses her background and experience to guide her clients through the important and sometimes difficult task of estate planning. Where possible, Teresa guides her clients through emphasizing family cooperation and inclusion—focusing on both the financial aspects of estate planning and the non-financial needs of her clients and their beneficiaries.

London
,
Ontario
Melissa Scott Professional Corporation

In January 2020, Melissa Scott Law was officially launched to offer a practical and proactive approach to the law. Melissa hung out her shingle after practising several years primarily in civil litigation. Melissa now aims to help clients at each stage of their life, whether they are buying their first home, selling a business, or ready to update their wills and powers of attorney. At the core of her practice, she purposes to balance legal principles and practical solutions. Melissa loves being outside in her free time, whether it is with her golden retriever, golfing, or tending to her vegetable garden.

Ottawa
,
Ontario
Miltons Estates Law

Miltons Estates Law practices exclusively in the areas of wills and estates. Our practice encompasses estate planning and wills, probate, advice to estate trustees, acting as an estate trustee, and all manner of estate disputes. We use technology throughout our practice to improve services and reduce costs and use a fixed-fee model whenever possible. Our wills and estate planning practice provides service via video conference to individuals across Ontario.

Toronto
,
Ontario
Peffers Law

Colleen Peffers is the founding lawyer of PeffersLaw in Milton, Ontario. At PeffersLaw, we care about the people that walk through our door, and we can empathize with them. Colleen cares that our clients are heard and that their fears are considered when we help them plan their legacy. When Colleen meets with our clients, she thinks about how her Dad would have received the information she's trying to relay. She thinks about how her Mom would understand the documents that are produced for her estate plan. Colleen wants to make sure that she doesn't speak over or down to her clients, that their voice guides her to ensure a flawless production of their documents. The more comfortable we make our clients, the more honest they are going to be with us and the more likely we will be in providing them with a solid legacy plan that will result in exactly how they intended it to be. PeffersLaw focuses its practice on estate planning, estate administration and the litigation that surrounds estates. She has been practicing for more than eight years. Colleen is the "fur" Mom to 2 beautiful rescue dogs.

North York
,
Ontario
Sachs Law

Rachel Sachs is the founder of Sachs Law Professional Corporation, a firm established in North York in 2017. In early 2020, Rachel refocused the firm to focus on wills and estates, seniors law and real estate law to better serve her clients' needs. A trained mediator, Rachel assists clients with estate planning, navigating capacity issues, consumer protection for seniors, probate, estate administration, real estate transactions and disputes. Rachel is the Chair of the Women Lawyers Forum of the Ontario Bar Association and a regular volunteer with Pro Bono Ontario, where she assists low-income Ontarians with powers of attorney, consumer protection and landlord-tenant matters. When she is not working, you'll likely find Rachel with a coffee in hand, enjoying time with her young family or learning a new skill.

Oakville
,
Ontario
Sekhon Legal

Gosha G.S. Sekhon is a Trust and Estate Practitioner (TEP). Gosha's firm Sekhon Legal Services focuses exclusively on estate planning law. She has been in the Trust and Estate industry for over 15 years and has extensive experience with complex planning considerations involving incapable beneficiaries, small business interests and blended families. Gosha is an '03 graduate of Queen's Law School and was called to the Bar in Ontario in 2004. She currently lives in Oakville, Ontario, with her husband and two children. Gosha is active in her community, including being on the School Council at her children's school and as a member of several local networking groups.

Join the future of will planning
Let us help you provide industry-leading estate planning services for your clients.
30-day free trial