See the strengths, best fit and practical differences across the Top 3 before opening each complete profile.
At a glance01O’Sullivan Estate Lawyers02Rachel Blumenfeld, TEP — Aird & Berlis03Mary Wahbi — Fogler, Rubinoff
Current position#1 in Toronto#2 in Toronto#3 in Toronto
Recognized asExact Toronto estate-only firm covering planning, incapacity, trusts, administration, disputes and cross-border or multijurisdictional mattersNamed Toronto partner advising on wills, powers of attorney, trusts, tax, business succession, insurance, charity and cross-border planningNamed Toronto partner integrating wills, trusts, powers of attorney, medical directives, estate freezes and business succession
Best forFamilies wanting a specialist estate boutique with depth from planning through administration and dispute preventionFamilies and business owners with tax, charity, insurance or foreign connections that must be coordinatedEntrepreneurs wanting personal and corporate succession documents planned together
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.