Calgary Business Succession Plan

Business Succession Planning

Business succession planning involves creating a plan for your business in the event of retirement, death or incapacity. Our team will work with you to identify what is important and together we will preserve your business for the future.

If you have a business that you’ve poured your heart and soul into, you’ll want to make sure it too is cared for in case of your mental incapacity or in the unfortunate event of your death.

We can assist with reviewing and amending family and business situations to ensure your business will continue forward and be properly dealt with in accordance with your wishes.

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business succession planning

What We Do

Business Succession Planning

Business succession planning involves formalizing your plans to pass on your business in the event of retirement, death or incapacity. At DLegal we ensure your wishes are met so your business is preserved for the future.

How Business Succession Planing Works
  1. We will meet to assess your wishes and needs, with the goal of deciding on the most appropriate estate planning approach for you. Our easy-to-follow questionnaire will guide you through all your options, so we leave no stone unturned during our initial appointment. Whether this is your first time drafting a will or your life circumstances have changed, we’ve compiled a convenient and affordable package consisting of a Will, Enduring Power of Attorney, and a Personal Directive. The three documents cover instances of both death and incapacity, so you can have peace of mind that you are fully protected on all fronts. Drafting all three documents at once also allows us to ensure they are consistent with one another, meanwhile offering you some cost savings in the process. If you are not able to visit us in-person, we are happy to assist you online or over the phone.
  2. Once we have a good understanding of your requests, we will take approximately 5-10 business days to draft the documents in accordance with your wishes and instructions. If you need your documents within 72 hours, ask us about our rush fee; based on availability we can assist with same day delivery for urgent matters.
  3. You will then receive your draft for review. You can take some time to reflect and ensure you are happy with your decisions or identify any further changes that must be made.
  4. During our second meeting we will discuss and sign the documents together, thus bringing your wishes into a legally enforceable effect. Once signed, you will take the original home with you and we retain a copy.
  5. In the circumstance of life changes or when your children grow up and changes must be made to your existing will, we will happily welcome you back and assist you with any and all necessary changes. As your lawyer, we are here for you for life through every chapter to ensure you are always protected and your personal freedoms and wishes are met.

Business Succession Planning Fees

Wills, Enduring Powers of Attorney, and Personal Directives

Full Package (Will, Enduring Power of Attorney & Personal Directive) $799 (Individual) or $999 (Couple)
Will $649 (Individual) or $799 (Couple)
Codicil $399 (Individual) or $449 (Couple)
Enduring Power of Attorney $349 (Individual) or $499 (Couple)
Personal Directive $349 (Individual) or $399 (Couple)
Special/General Power of Attorney $349
Home/Hospital Visit $250/hr
Rush Fee $349 (Individual) or $499 (Couple)

Flat rate does not apply to complex situations, such as disagreements over the treatment of children from previous marriages, children out of wedlock without support, complex instructions regarding dependents with disabilities, complex estate or control over the distribution of the estate, and instructions to disinherit a family member. A rush fee will apply if you require your documents within 72 hours.

Lawyer & Notary
Anna Dunaeva

Anna perpetually works to surpass her clients' expectations. Through continuous communication, Anna delivers on her commitment to keep clients at the centre of her practice.

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