Will & Inheritance Planning Services

Working with professionals that know how to sort through all the details with you

Will and Inheritance Planning Services are critical to ensure a smooth transition of assets from one generation to the next. It allows for you to personally decide how you want your wealth to be distributed when the time comes to do so. However, without the right estate planning, executors of your will and the inheritance beneficiaries can find themselves in unfavorable positions that will cost them valuable time and money. The right estate or business succession planning will keep your last wishes and inheritance goals in perfect alignment.

How Does Helm Help with you will or Inheritance planning?

The tides of will, inheritance and business succession planning can be like the rough and choppy waters of the open sea without the right financial planning. Your neighbours here at Helm stay the course and guide you through the process from will and inheritance planning and conceptualization to finalization with the right legal counsel. We provide the same warm hand-to-hand relationship you would always expect from us here at Helm. We put our clients first here at Helm. We are the direct link to all your estate planning and business succession planning needs.


Estate Planning That's Matched To You

In order to write and finalize a will and inheritance plan with your best interests in mind, the right legal counsel is critical. Prior to this however, Helm walks you through the planning and preparation process to ensure that your estate planning or businesses succession goals are met. Together we do an in-depth analysis of your assets and wealth to develop solutions that matter most to you and your family.

Helm then uses their wealth of knowledge and expertise to diligently find the right legal counsel to finalize your estate, inheritance and business succession plans. Here at Helm, we know and understand the needs of the Drumheller region. Every client is unique and we embrace that challenge. We custom tailor solutions that match your wealth portfolio and meet the goals of your estate planning or business succession needs.



It's More than Planning Your Will, It's About Protecting Your Legacy As Things Change.

Why Work With Helm?

At Helm we understand the need to preserve what you worked so hard to create. Leaving the future of your business in the right hands is critical to its longevity. Legacy matters and at Helm we right the ship towards prosperity and preservation. We make sure the firms we hand select to manage your estate or business succession needs are always working in the best interest of you here in Drumheller. We build the bridge between you, your succession planning goals and the legal counsel to provide a direct link that surpasses your expectations. The service is custom tailored and with Helm, we stay the course and never lose sight of what you're trying to accomplish.

What Do Clients Think About Our inheritance planning Services?

The residents and businesses of the Drumheller, Alberta region know who Helm is. We are a part of the dynamic fabric of this burgeoning region. We have unique aspirations, goals and desires that demand attention, consideration and loyalty from something as critical as a wealth management firm. That's why satisfied clients return to Helm and ask us to be the captain of their will & inheritance ships.

It’s been great working with Helm to get me started in the right direction when it comes to investing my money. I have seen great return, but even better, I feel supported every step of the way.
— Christine Reyes, Customer

Tell Us About Your Concerns When it comes to putting together your will or inheritance plan

Get a Free No-Risk Consultation

Will and inheritance planning takes trust, patience and dedication to your goals. Tell us about your needs, concerns or inheritance planning goals today. Fill out the form below or call today and book a no-risk, no obligation, Free Consultation. We will put you and your family at ease when you allow Helm to set the course for all your will and inheritance needs.


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