MacMillan Estate Planning is a boutique, full-service estate planning firm with over 25 years of experience, specializing in creating bespoke estate plans for affluent families across Canada, the U.S., and the United Kingdom. The firm stands out for its integrated, one-stop-shop approach, combining legal, accounting, and financial planning expertise under one roof to safeguard clients’ most valued assets and legacies.
Using their proprietary “Strongroom Approach,” the firm designs tailored estate plans that evolve with clients’ lives, focusing on holistic protection for people, properties, and priorities. Their team of in-house lawyers, accountants, and financial planners works collaboratively to address complex, international estate planning needs, offering virtual consultations for global accessibility and emphasizing strategies that mitigate future uncertainties.
Services Offered
- Will Planning
- Trust Planning
- Business Succession
- Generational Planning
- Investments & Assets
- Probate & Estates
- Tax Planning
- Charitable Giving
- Family Office Services
- Virtual Estate Planning
Operating internationally with offices in Canada, the U.S., and the UK, the firm supports clients in multiple jurisdictions and offers complimentary consultations to address specific estate concerns. Notably, MacMillan Estate Planning is a dedicated supporter of the Sheldrick Wildlife Trust, reflecting their commitment to charitable causes and legacy preservation.
