Services
Peggy works closely with Notaries and Professionals in Wealth Management, Trust & Financial Services.
For Notaries
Drafting Services
Our drafting services are offered on a remote contractual basis, both for one-off mandates and for long-term collaborations.
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Homologation of Protection Mandates
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Tutorship for persons of full age & minors
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Probate of Wills before witnesses and Holograph Wills
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Letters of Verification
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Wills & Mandates
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Simplified Trust Wills
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Declarations of Transmission
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Renunciation to successions
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Appointment/Resignation of Liquidator
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Declaration of heirship
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Estate inventories & rendering of accounts
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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:
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Executor Services & Executor Assist
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Estate Planning
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Estate Settlements
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
"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.
