For most of our clients, there is no clean line between the business and the estate. The shares are the largest asset either way. A shareholder agreement that says one thing and a Will that says another is not two documents. We work across both: the corporate structure that runs the business today, and the plan that decides what happens to it later.
Book a ConsultationCorporate & Commercial
Alberta's business environment rewards owners who build on solid legal foundations and creates expensive problems for those who don't. The share structure you incorporate with shapes your tax planning options for a decade. The agreement you don't sign with your partner is the one you'll litigate.
Alberta BCA incorporations, articles, share structure and class design, organizational minutes
s.85 rollovers, share exchanges, new share classes, family trust integration, Corporate Registry filings
transfer restrictions, shotgun and buy-sell mechanisms, death and incapacity provisions
share vs. asset structuring, LOIs, purchase agreements, due diligence, vendor financing
service and consulting contracts, joint ventures, lease review, NDAs
holding structures, agreements for sale, GST treatment
bylaws, director obligations, ongoing compliance
Corporate & Commercial Legal Services
Reorganization work requires close coordination with your accountant. The accountant designs the tax strategy; we implement the legal structure. If your accountant has recommended a freeze, we can take it from there.
Estate & Succession Planning
If you own a corporation, a standard Will is not an estate plan. Your executor will inherit a control block in an operating company, a set of tax consequences triggered on the date of death, and a shareholder agreement that may override the Will entirely.
We build estate plans that account for how the wealth is actually held:
including provisions for corporate interests, multiple wills where appropriate, and coordination with existing shareholder agreements
who signs for the corporation if you're in a hospital bed for six weeks, not only if you die
healthcare and personal care decisions, documented before a crisis forces them
family trust deeds, trustee obligations, integration with corporate share structure
capping capital gains at today's value, passing future growth to the next generation, and cleaning up passive assets to preserve the lifetime capital gains exemption on a future sale
This work sits between two practice areas. It is where a plan usually breaks — the lawyer drafts the Will without seeing the corporate structure, or the accountant designs the freeze and nobody documents it correctly. We do both sides.
Estate & Succession Planning
Estate Administration
When a parent, a spouse, or a business partner dies, the executor inherits a legal obligation most people have never carried before — and can be held personally liable for getting it wrong.
We guide executors and administrators through Alberta probate from the first meeting to closing the estate: assessing whether probate is required, preparing Grant of Probate or Grant of Administration applications for the Court of King's Bench, dealing with financial institutions, transferring real property, and coordinating with your accountant on terminal returns and CRA clearance.
Where the estate holds shares in a private corporation, the administration is a corporate matter as much as an estate one. That is work we do routinely.
Probate & Estate Administration
Online Will App
If your affairs are straightforward — no corporation, no trust, no blended-family complexity — you don't need a long engagement. You need a proper Will, done properly, without a week of back-and-forth.
Our online intake takes about 15 minutes. From there, a lawyer reviews your answers, prepares your documents, and signs off. Not a DIY template that leaves you guessing whether it's valid. A real lawyer's file, at a fixed price.
Start Your Will
Fixed-Price Engagement
Single
One individual
Couple
Mirror Wills
+ GST · Lawyer-reviewed · Alberta-compliant
Intake
Review
No surprises
Legal Insight & Education
Equipping organizations with actionable insights on law, ethics, and leadership.Beyond one-on-one client work, Chad W. Graham provides specialized consulting and public speaking services for professional organizations, non-profits, and public institutions. Drawing on his doctorate in ethics-based leadership training, Chad delivers tailored, in-demand seminars that bridge the gap between complex legal concepts and practical application.
We offer speaking and educational seminars focusing on:
Chad has conducted seminars for prominent organizations across Canada, including the RCMP, the Christian Medical & Dental Association, and the Anglican Network in Canada.
Community & Governance: Chad brings practical governance experience to his teaching. He sits on the national boards of several non-profit entities and serves on the Steering Committee for the Anglican Legal Society. Outside of his legal and educational work, he stays active in his community by coaching youth sports and playing recreational hockey and soccer.
Accessible, practical guidance for teams, associations, or congregations.
High-level organizational training grounded in doctoral research.
Navigating the intersection of legal obligations and institutional values.
Book a Seminar or Consultation
Ready to Begin?
In-person or virtual, we look forward to working with you. Offices in South Edmonton and Leduc County, serving Beaumont, Nisku, and Alberta-wide.
Start with a no-obligation consultation to discuss your specific legal needs.
Professional Advocacy. Local Roots.
