Talked with Andy for my free consult. He guided me well and answered my questions thoroughly.
Wills, trusts and incapacity documents, drafted for your family, with a plan that covers a private company too. By phone or Microsoft Teams anywhere in Ontario, or in person in Richmond Hill by appointment.
Andy Chan is a lawyer and the founder of Agile Legal Solutions, a Richmond Hill firm practising estate planning and corporate law. He advises individuals and families on planning their estates, and owners of small and medium-sized businesses on their corporate matters.
Many of his clients are both, so he plans for the family and the business together. He is licensed by the Law Society of Ontario and in New York.
He meets clients across Ontario by phone or Microsoft Teams, and in person in Richmond Hill by appointment, in English or Cantonese.
Most people put off estate planning because it feels like a list of hard questions. The first conversation helps you see where to start. No pressure, no jargon.
We are a law firm in the Detroit area and needed an estate opened in Canada. Andy Chan was great to work with and completed the work quickly.Diane F. · Google review
Three things you can expect when you plan with Agile Legal Solutions.
For many business owners the estate plan and the company are tied together, so the firm looks at both side by side.
Each choice in your plan is explained in plain language, so you know what you are signing and why.
By phone or Microsoft Teams anywhere in Ontario, or in person in Richmond Hill by appointment. In English or Cantonese.
“Andy was so helpful in assisting me with my probate application. Quick response back with any questions I had.”
Four clear stages, from the moment you reach out to the signed plan.
Fill in the form or call. You will hear back from us.
A 30-minute call by phone or Teams: we listen and outline your options.
Your will and documents drafted, with each choice explained.
We walk you through signing correctly, in person or by video where Ontario allows it.
Book a free 30-minute virtual consultation. Clear, honest advice about where you stand.
Estate planning and corporate law for individuals, families and business owners across Ontario.
Talked with Andy for my free consult. He guided me well and answered my questions thoroughly.
I reached out to Andy about a unique legal situation and really appreciated his help. He fit me in quickly, took the time to understand what was going on, and explained everything clearly. He was easy to talk to, never made me feel rushed, and I never felt pressured in any way. I came away with a much better understanding of my options and wouldn't hesitate to recommend Andy and Agile Legal Solutions!
I am American, living in the US, but needed advice about exiting a business I co-founded in Canada. Andy Chan guided me through the exit process, reviewed documents, and answered my questions. He was very helpful and I was glad to have him representing me.
Andy was easy to work with and very responsive to all my questions. I will work with him again should I need legal services
The questions people ask most often about wills, estates and planning ahead in Ontario.
Yes, in most cases. A will names who looks after your children and who handles your estate, not only who receives your money. Without one, Ontario law decides those questions for your family.
Ontario uses two documents for this: one for property, which covers money and investments, and one for personal care, which covers health and living decisions. Without them, a relative may have to apply to the court or the Office of the Public Guardian and Trustee before acting for you.
Not anymore. Since January 2022, getting married in Ontario no longer cancels an existing will, and in some cases a spouse you have separated from is treated as if they died before you for gifts in your will. An older will may not say what you want today.
Probate is what most people in Ontario call the Certificate of Appointment of Estate Trustee. Banks and buyers often ask for it before releasing accounts or property. Estate Administration Tax is generally based on the value of the estate, and smaller estates can generally apply for a simpler small estate certificate.
Many Ontario business owners use two wills: one for assets that need probate, and a second for assets such as private company shares that usually do not. Whether that fits depends on what you own.
A Henson trust can generally protect Ontario Disability Support Program eligibility for a beneficiary who receives those monthly payments. Trusts can also hold an inheritance for children until they reach an age you choose.
Ontario generally allows wills to be witnessed by video when one witness is licensed by the Law Society of Ontario. Signing correctly matters as much as the wording, and we walk you through it.
A 30-minute virtual consultation by phone or Microsoft Teams. We listen, identify the key questions, and outline your options. Meetings in person at the Richmond Hill office are by appointment and are not part of the free consultation.
Yes. Consultations and meetings are available in English or Cantonese.
Yes. Most meetings happen by phone or Microsoft Teams, so the firm works with clients anywhere in the province. Andy Chan is licensed by the Law Society of Ontario and in New York.
These are the principles we hold ourselves to in every client relationship.
Tell us a bit about what's going on. Your information is confidential and protected by lawyer–client privilege.