Estate Planning & Legal Services
Dry Associates Legal Department works in association with the Private Wealth Division to provide value added services to our existing clientele. While the legal services offered are separately chargeable, they offer a convenient and efficient option for Private Wealth clients.
For a number of years, the legal team has worked hand in glove with the Private Wealth team to provide a more complete and tailored investment solution for our clients.
The range of legal services offered, includes but is not limited to:
- Advisory on property transactions
- Drafting and registering of wills, letters of wishes, powers of attorney
- Drafting of trust documentation (including living trusts)
- Estate Administration
- Probate
We have found that many of our clients appreciate the ability of their trusted Investment Advisor to be able to interact directly with a legal professional when structuring a portfolio, and dealing with personal family matters, both from a cost perspective and also in terms of better understanding the nuances often involved in various family situations.
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