Estate planning and corporate law
The businessyou build.The legacyyou leave.
Most firms handle one or the other. We plan your estate and look after your company side by side, so your will, your shares and your family all point the same way.
Practice areas
Two practices, one plan.
Your estate and your company are tied together, so we advise on them together. The lawyers who draft your shareholders’ agreement also draft the wills that deal with your shares.
Estates
Wills & Estate Planning
For families planning ahead, and for executors handling an estate now.
- Wills, including primary and secondary wills
- Powers of attorney for property and personal care
- Trusts, including Henson trusts
- Probate and estate administration
- Reviewing an older will
Where the two meet
Planning for business owners
Decide now how your shares pass, who runs the company next, and how much probate tax your family can avoid.
- Primary and secondary wills
- A separate will for private company shares, which can usually pass without probate or Estate Administration Tax.
- Estate freezes
- Lock in the value of your shares today so future growth goes to the next generation. Done together with your accountant.
- Buy-sell clauses
- A shareholders’ agreement that says what happens to an owner’s shares on death, illness or exit.
Corporate
Corporate & Business Law
For owners starting, running, buying or selling a business in Ontario.
- Incorporation and share structure
- Shareholders’ agreements
- Buying or selling a business
- NDAs and commercial contracts
- Franchise and licensing agreements
- Minute books and corporate records
Also availableAdvice on immigration matters. Ask us at your consultation.
Tell us where you want the business, and your family, to be.How every first meeting starts
Our approach
A traditional firm’s attention, without the traditional runaround.
You’ll be heard first
We start with your goals and your family, not a form. Advice follows once we understand the whole picture.
By video or in person
Meet by video from anywhere in Ontario, or in person at our Richmond Hill office.
The cost, before the work
We lay out your options and give you a clear quote before anything is drafted.
Plain language
Every document is explained in words you would use yourself, before you sign it.
How it works
Four steps, and you always know
which one you’re on.
- 1
Consultation
A 30-minute conversation, by video or in person. Tell us about your family, your business and what you want to protect.
Video or in person - 2
A clear plan and quote
We explain the options, recommend one, and tell you what it will cost before any work begins.
- 3
We draft, you sign
We prepare the documents, go through them with you, and walk you through signing them correctly.
- 4
We stay on file
Annual minute books, and a will review when your family or your business changes.
Our lawyers
The people on your file.
A small team, so you deal with lawyers who know your family and your company.
Meet the team
Andy Chan
Founder and Lawyer
Licensed in Ontario and New York. Founded the firm in 2024.
Victor Li
Lawyer
Windsor Law graduate with an Ivey Business School degree.
Rafail Veli
Lawyer and Commercial Mediator
Came to law after a career in business. Called in the UK and Ontario.
Joseph Keliny
Counsel
Business law counsel. Partner at Keliny Law Firm in Oakville.
Client reviews
What clients say about working with us.
5.0From 28 reviews on Google
Read all reviews“…Andy was knowledgeable, thorough and incredibly patient in guiding us through every step. He took the time to explain the process clearly, addressed our questions promptly and ensured that all the necessary documentation was handled accurately and efficiently.”
“We hired Agile Legal Solutions to help facilitate the sale of our small business in Toronto. It was the best decision we could have made! … He was so quick to respond, smart and competent and made the whole process smooth and painless!”
“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.”
“What stands out most is his responsiveness — he’s prompt, communicative, and quick to answer questions, which makes a real difference when you’re trying to keep things moving.”
“He listened patiently and answered all of my questions. He took the time to explain things to me and didn’t rush me - that meant a lot to me.”
“They are very responsive and great to work with, fair price and quality work, definitely would recommend them!”
“I am so happy I went with Agile to get my probate done. Andy Chan was amazing he got everything done so quickly and I was able to talk to him if I needed more information very easily.”
“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 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.”
“Andy was so helpful in assisting me with my probate application. Quick response back with any questions I had.”
“Booked a meeting just to answer some questions as I have started up a new business on my own. Andy answered all my questions very professionally…”
“Andy is an exceptional lawyer—professional, knowledgeable, and a true pleasure to work with. The Agile team made the entire process seamless and efficient.”
Insights
Plain answers to common questions.
Estates
Do you need a secondary will for your private company shares?
How Ontario business owners use two wills to keep private company shares out of probate, and when it is worth doing.
Read the article
Corporate
What a shareholders’ agreement should cover before you need it
Buyouts, death or disability, deadlocks and decisions: the clauses Ontario owners should settle while everyone still agrees.
Read the article
Estates
Power of attorney for property vs personal care: what is the difference?
Ontario uses two powers of attorney. What each one covers, who to choose, and what happens if you have neither.
Read the articleGet in touch
Start with one conversation about both.
Tell us a little about your family, your business or the estate you’re handling. We’ll reply to set up a 30-minute consultation, by video or in person.
Hours
Monday to Friday: 9:30 a.m. to 5:30 p.m.
Saturday and Sunday: By appointment
Phone
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