Legacy Planning - Tax Mitigation - Business Succession - Wills and Estates
Frequently Asked Questions and Announcements
About Strongroom LLP
Located in Calgary, Strongroom LLP is privileged to provide pragmatic solutions to families located throughout Western Canada and Ontario. Many of the families we assist have assets in or family connections to the United States and United Kingdom.
Consultations
Sharing personal information can be uncomfortable. We encourage you to provide us with as much information as you are comfortable in advance of your consultation. Forwarding a copy of any legal documents prepared for you by other professionals and a current list of your assets will assist us to provide information in relation to the strategies most relevant to the development of your estate plan.
Time to Implement an Estate Plan
Within every estate there are challenges and opportunities. We typically spend several hours meeting with our clients to ensure all pertinent details are considered and there is additional "behind the scenes" drafting and other work. Depending on your availability and the complexity of your situation, approximately three months is necessary to implement a complete plan. However, we often address items like your Last Will and Testament at the outset so you are protected while the full strategy is designed and implemented.
Fees
Please see the descripion under "Our Approach". Our services are customized for your circumstances. Your goals, assets, family dynamics, and plans for your legacy are all at play and we explore each element to implement your estate plan.
Columbia Valley Office Opening Soon!!
Planned for February 2023 opening, Strongroom LLP is opening an office located in Golden, BC to serve our clients in the Columbia Valley.
Limited Liabiity Partnership
Strongroom LLP is a limited liability partnership. Each professional is personally accountable for services provided to you.