See the strengths, best fit and practical differences across the Top 3 before opening each complete profile.
At a glance01Julie Loranger, Notary — BCF02William Dion-Bernard, TEP — RSS03Héléna Gagné, TEP — Osler
Current position#1 in Montréal#2 in Montréal#3 in Montréal
Recognized asNamed Montréal notary focused on estate planning, wills, protection mandates, trusts, vulnerable persons and estate settlementNamed bilingual Montréal notary covering Québec and foreign trusts, wills, estate and tax planning, gifts and estate settlementNamed bilingual Montréal private-client and tax partner advising families, trustees, liquidators and family businesses on estate and wealth-transfer planning
Best forQuébec families and business owners needing notarial execution plus sophisticated trust and family-wealth planningFamilies with significant assets, trusts, gifts or international dimensions requiring Québec notarial and tax coordinationComplex private-company, multigenerational or cross-border plans where tax strategy is central
Decision fitVerify the named professional in the current provincial lawyer or notary directory immediately before retaining · Ask who the lawyer or notary represents and meet separately where capacity, coercion or conflicting family interests may be present · Receive a written scope covering documents, advice, execution, storage, implementation, updates, tax, disbursements and the complete feeVerify the named professional in the current provincial lawyer or notary directory immediately before retaining · Ask who the lawyer or notary represents and meet separately where capacity, coercion or conflicting family interests may be present · Receive a written scope covering documents, advice, execution, storage, implementation, updates, tax, disbursements and the complete feeVerify the named professional in the current provincial lawyer or notary directory immediately before retaining · Ask who the lawyer or notary represents and meet separately where capacity, coercion or conflicting family interests may be present · Receive a written scope covering documents, advice, execution, storage, implementation, updates, tax, disbursements and the complete fee
Start with the people, jurisdictions and assets the plan must protect. Confirm who the professional represents, disclose family and business conflicts, and ask how capacity and voluntariness will be documented. Compare the written scope, every document, signing method, original storage, implementation work, review triggers, tax coordination, disbursements and complete fee before retaining.