Estate Planning forSurrey Families
Protect your family with comprehensive, affordable estate planning tailored to Surrey's growing and diverse community.
Estate Planning for Surrey's Community
Specialized strategies for Surrey's young families and diverse communities
Growing Family Protection
Protect young families in Surrey with comprehensive wills, guardianship provisions, and life insurance integration.
Accessible Estate Planning
Surrey families can build solid estate plans without the high costs often associated with Vancouver advisors.
Multi-Generational Planning
Surrey's diverse communities benefit from estate strategies that respect cultural traditions and family structures.
Comprehensive Family Protection
Essential Estate Documents
Comprehensive BC-compliant wills and powers of attorney for Surrey families.
- Last Will & Testament
- Enduring Power of Attorney
- Representation Agreement
- Minor guardianship designations
Family Protection Strategies
Ensure your Surrey family is financially protected if something happens to you.
- Life insurance planning
- Dependent care provisions
- Education fund trusts
- Income replacement strategies
Property & Asset Planning
Efficient strategies for transferring Surrey homes and assets to your beneficiaries.
- Surrey property transfer planning
- Probate fee minimization
- Beneficiary designations
- Joint ownership considerations
Business Succession
Surrey business owners need succession plans to protect both family and business.
- Family business transitions
- Buy-sell agreements
- Partnership planning
- Exit strategies
Essential Family Planning Priorities
Key considerations for Surrey families building estate plans
Guardian Designation
Critical for young childrenLegally designate who will care for your children if you can't, avoiding court-appointed guardianship.
Education Funding
Protect their futureEnsure funds are available for your children's education through trusts or RESP designations.
Debt Protection
Preserve family assetsProtect your Surrey home and assets from being sold to cover debts with proper insurance and planning.
Blended Family Planning
Ensure fairnessCarefully structure wills and trusts to protect all children in second marriages and blended families.
Life Events That Trigger Estate Planning
Surrey families should review and update estate plans at these key milestones
First Home Purchase
Update or create will when buying Surrey property; designate beneficiaries; consider life insurance to cover mortgage.
Birth of Children
Designate guardians; establish RESP accounts; ensure adequate life insurance; create education trusts if desired.
Starting a Business
Separate business and personal assets; establish succession plan; protect family from business liabilities.
Caring for Aging Parents
Power of attorney for parents; plan for potential inheritance; coordinate multi-generational wealth transfer.
Second Marriage
Update will to protect children from first marriage; marriage agreement; trust structures for blended family.
Receiving Inheritance
Protect inherited assets from creditors and divorce; integrate into your estate plan; consider trust structures.
Estate Planning is for Everyone
You don't need millions to need estate planning. Every Surrey family deserves protection.
Our Estate Planning Process
Simple, systematic approach to protecting your Surrey family
Family & Asset Review
Document your Surrey property, savings, business interests, and family structure including children and dependents.
Goal Clarification
Define your wishes for guardianship, wealth distribution, charitable giving, and family protection.
Document Preparation
Work with BC estate lawyers to draft wills, powers of attorney, and trust documents.
Insurance Integration
Coordinate life insurance, disability coverage, and critical illness insurance with estate plan.
Regular Updates
Review and update estate plan for births, marriages, divorces, property purchases, and other life changes.
Guardianship Planning for Surrey Parents
One of the most important decisions Surrey parents make: who will care for your children if you can't?
Without a Will:
BC courts will appoint a guardian for your children, which may not align with your wishes. Family disputes can arise, causing stress during an already difficult time.
With a Will:
You designate guardians, provide guidance on raising your children, and establish trusts to ensure financial support for their care and education.
Every Surrey parent with minor children needs a will with guardian designations.Don't leave this critical decision to the courts.
Surrey Family Success Story
Young Family in Fleetwood
"We're a young family with two kids under 5 and just bought our first Surrey home. WealthX helped us create a comprehensive estate plan we could actually afford, including wills, guardian designations, and life insurance to cover the mortgage and our kids' education."
Knowing our children would be cared for by people we trust, with the financial resources they need, gives us incredible peace of mind. It was easier and more affordable than we expected.
, Michael & Priya K., Surrey
Protect Your Surrey Family Today
Every family deserves the peace of mind that comes with comprehensive estate planning.