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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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.