When does a lawyer’s review move from “nice to have” to strongly advised?
Blended families, competing obligations, disabled beneficiaries needing trusts, private corporations, foreign assets, or known family conflict usually warrant bespoke drafting beyond generic templates.
A lawyer can also coordinate with accountants on lifetime gifts, charitable structures, and incapacity planning that intersects with business agreements.
Legalify remains useful for straightforward situations; escalate when the risk profile jumps.
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Disclaimer: This page is for general education only and is not legal advice. Rules vary by province and change over time; speak with a qualified lawyer about your own circumstances.
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