Frequently Asked Questions
Clear Answers for Your Planning Needs
How does the initial consultation work?
We schedule a session to understand your objectives, review existing documents, and outline possible pathways tailored to your situation.
What information should I prepare for the planning process?
Gather relevant property documents, personal identification records, and any prior planning materials to support an efficient review.
Can plans be adjusted over time?
Yes, we continuously assess and update frameworks to reflect changes in personal circumstances or regional guidelines.
How do you ensure confidentiality?
At Estavira, wealth administration means overseeing and coordinating various financial holdings, legal records, and personal legacy components in a cohesive manner. Through structured oversight, we maintain clarity across accounts, legal documents, and intergenerational directives. Our team ensures each element aligns with your objectives in Canada, particularly in Ontario, adapting for 2025 regulations and best practices.
How can estate structuring benefit my family?
A well crafted estate structure can streamline the transfer of property and personal directives while minimizing complexities. By establishing clear pathways for decision-making and documentation, your family can focus on each other, not paperwork. We design custom frameworks that reflect your unique family dynamics and long term aspirations.
Which strategies protect my holdings over time?
Estavira evaluates your current framework and identifies areas for reinforcement. Whether through trust vehicles, guardian arrangements, or intergenerational trusts, we tailor measures that respond to evolving legislation in Canada. The result is a fortified structure that adapts to changes and reduces administrative burdens.
How do you personalize your services?
Every engagement begins with an in depth consultation at our Toronto office or via secure video meeting. We listen to your story, review existing documentation, and outline steps that reflect your desired legacy. Ongoing reviews and clear communication ensure the plan remains aligned with new priorities.
What sets Estavira apart?
Unlike generic service firms, our focus is exclusively on wealth administration, estate structuring, and strategy alignment for established families. We combine legal, tax aware, and governance expertise to deliver a single integrated solution. Our Canada based approach is shaped by the 2025 regulatory landscape and local best practices.
Can you coordinate with my legal and tax advisors?
Yes. We collaborate directly with your existing advisors to ensure consistency and avoid duplicated efforts. Estavira serves as the central liaison, facilitating document exchanges and strategic discussions at every stage for a seamless experience.
How long does it take to implement a plan?
Implementation timelines vary depending on complexity. Typically, foundational structuring can be delivered within 8 to 12 weeks. We provide a clear project schedule with milestones and regular updates throughout each phase.
What are your fees?
Estavira operates on a transparent fee model. Fees are determined by the scope of services and complexity of the structure. After an initial review, you receive a detailed proposal outlining all costs before any engagement begins.
How do I begin working with Estavira?
To start, contact our team via the form on estavirac.com or call +14169347894. We will arrange a complimentary introductory session at 290 Bremner Boulevard, Toronto, Ontario M5V 3L9, Canada, to discuss your goals and outline next steps.
Who will I work with?
You will partner with a dedicated advisor supported by legal researchers and administrative specialists. This core team remains consistent throughout our relationship, ensuring continuity and deep understanding of your situation.