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Services

Peggy works closely with Notaries and professionals in Wealth Management, Trust & Financial Services.

Trusted by

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For Notaries

Drafting Services

Our drafting services are offered on a remote contractual basis, both for one-off mandates and for long-term collaborations.

  • Homologation of Protection Mandates

  • Tutorship for person of full age & minors

  • Probate of Wills before witnesses and Holograph Wills

  • Letters of Verification

  • Wills & Mandates 

  • Simplified Trust Wills

  • Declarations of Transmission

  • Renunciation to successions

  • Appointment/Resignation of Liquidator

  • Declaration of heirship

  • All documentation relating to Estate Settlements

For Wealth Management Professionals & Financial Advisors

Estate Planning & Settlement Services

Providing in-person information sessions tailored to your needs regarding:

  • Executor services & Executor Assist

  • Estate Planning

  • Estate Settlements

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For all clients

Networking & Business Development Services

With over 20 years of experience in this field, Peggy has had the benefit of making numerous connections with Notaries and professionals in Wealth Management, Trust & Financial Services in Greater Montreal.

Her valuable & growing network allows her to bring the right professionals together to increase business for all parties involved.

The software we use

  • What is the value added/benefits to working with Peggy?
    LOREM IPSUM
  • Which notaries do we work with? Who is in our network/referral stream?
    LOREM IPSUM
  • How long does it take to settle an estate?
    LOREM IPSUM
  • What is the turnaround time on drafting services?
    LOREM IPSUM
  • Are there fees associated to the networking & business development services?
    LOREM IPSUM
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"Peggy is an invaluable member of our legal team at Tamar Levy, notaire. Being able to trust the quality of someone’s work the way one can trust Peggy’s is rare, indeed. She consistently demonstrates exceptional attention to detail, respect for deadlines, thorough dedication and absolute excellence.

Peggy has a very deep understanding of her field and is able to detect difficulties in a file right at the outset, which allows us to better serve our clients. Peggy is also adept at drafting legal documents, such as wills, mandates and non-contentious proceedings with precision and accuracy.

Furthermore, Peggy consistently demonstrates professionalism, confidentiality, and a strong sense of ethics in all aspects of her work. She approaches each task with dedication and a genuine passion for the legal field. Peggy's commitment to excellence is evident in every project she undertakes, and she takes great pride in contributing to the success of the team."

Tamar Levy, Notary

Let's work together

Let's connect.

  • LinkedIn

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