Make Sure Your Affairs Are in Order

Estate Planning Services in Barrie, Ontario

In the event of your death, you will know your family is taken care of.

Estate Planning Services in Barrie, Ontario

Many people dread the thought of planning an estate. From complex financial arrangements to complicated family dynamics accompanied with strong emotions, will and estate planning is no easy feat. However, as challenging as discussing estate plans may be, it is an important task necessary to ensure your loved ones are financially secure after you’re gone.

When choosing Ontario estate planning services from Walton Financial Group Inc., you can be confident that your loved ones will be protected and your legacy will carry on, long after you’re gone.


dedicated insurance specialists


years of combined experience in financial services



All You Need to Know

What is Estate Planning?

Estate planning involves the preparation of tasks required to manage an individual's estate or asset base in the event of their death or incapacitation. This includes defining how an individual’s assets will be managed, preserved, and distributed among heirs, as well as how estate taxes will be settled.

  • Plan For Your Family
  • Manage Your Assets
  • Build Your Legacy

How We Can Help

Benefits of Estate Planning Services in Barrie, Ontario from Walton Financial Group Inc.

Everyone has an estate, and you don’t need to be rich or famous to benefit from estate planning services. Typical assets can include anything from a business or real estate to investments, bank accounts, and personal belongings.

When you choose Walton Financial for estate planning services in Ontario, you will be able to:

Name a Guardian for Children

For parents with young children, writing a will enables them to identify a legal guardian for their children in case both parents are not able to care for them. If you don’t have a will in place, the task of determining the legal guardian will fall to the courts

Ensure Your Estate is Handled as You Wish

Estate planning is the only way for Ontario residents to have control of who will take possession of their property, money, and other assets after they pass away. By writing a will, you will be able to outline who will administer the estate, how your assets will be distributed, and who the beneficiaries will be.

Minimize Expenses and Income Tax Liability

Estate planning is an effective way for reducing probate fees.Probate is a legal process during which the courts validate the will, and probate fees can often add up. Luckily, certain options can help to avoid probate, including pension plans, RRSPs, trusts,joint ownerships, and life insurance products. Proper estate planning can also help to reduce tax liability upon an individual’s death.

Receive Protection in a Situation of Incapacity

An unfortunate accident or an unexpected medical situation can lead to incapacity at any age. As such, naming the power of attorney - for health care decisions and financial affairs - is crucial for anyone who takes their future seriously. By choosing estate planning services from Walton Financial, you can be confident that your intentions and finances are effectively managed when you can no longer do so yourself.

What Are Your Circumstances?

Estate Planning Overview

  • Reviewing the structures of asset ownership and planning for taxes in the event of death.
  • Discussing your objectives based on your current financial situation
  • Reviewing your existing will and estate plans to make sure they still meet your objectives and wishes
  • Planning considerations to address unique family situations or help preserve family harmony
  • Finding appropriate potential trust options
  • Considering options for charitable giving to ensure a lasting legacy
  • Discuss potential insurance coverage needs and strategies
  • Learning about and selecting the appropriate method for transferring your assets

Years of Combined Experienced
Trusted Team Members

Start Your Journey

Define Your Legacy with Walton Financial Group Inc.

A properly prepared estate plan in place will not only protect your family in the long run, - it will give you a much-needed peace of mind today.

The team of estate planning specialists at Walton Financial are happy to provide you with guidance when planning for your future. We will discuss your situation in detail and map out an estate plan that will ensure that your objectives are met, and your assets are protected. Together, we will organize your records, correct titles and beneficiary designations, and put in place a detailed will. Don’t delay planning your estate, - the best time to do so is NOW. Book an appointment with Walton Financial Group Inc. to learn more.


Have Questions?

Get Advice on Estate Planning

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