Your legacy, carried forward with care, clarity, and confidence.
Your legacy, carried forward with care, clarity, and confidence.
Professional fiduciary services for estates and investments. We combine the expertise of a Chartered Professional Accountant (CPA) and a lawyer to manage the legal, tax, and financial complexities of your legacy, so your family doesn’t have to.
Professional fiduciary services for estates and investments. We combine the expertise of a Chartered Professional Accountant (CPA) and a lawyer to manage the legal, tax, and financial complexities of your legacy, so your family doesn’t have to.
Guidance and support during life’s transitions.
When someone passes away or is no longer able to manage their personal affairs, families are often faced with unfamiliar legal and financial responsibilities at an already difficult time.
Many are surprised by the time and complexity involved in probate, estate administration and specialized tax filings. County Legacy Planners is a professional fiduciary firm led by a Chartered Professional Accountant (CPA) and a lawyer, bringing both financial and legal expertise under one roof.
This integrated approach helps ensure that legal obligations, tax filings, asset management, and reporting requirements are handled accurately and efficiently, with careful attention to detail and full transparency throughout the process.
SERVICES Integrated legal, tax, and financial care.
We bridge the gaps between separate advisors by bringing the necessary disciplines together under one roof to protect your interests.
Professional Executor Services
We act as your legally appointed executor, handling the entire estate process with neutral, professional precision.
Executor Support Services
We provide step-by-step guidance to family members named as executors, simplifying the legal issues and tax consequences.
Power of Attorney for Property
Professional management of your financial affairs and property to protect your interests if you are unable to do so yourself.
Investment Review
Independent, fee-based analysis of your portfolio to ensure your investments are aligned with your goals. We offer pure advice with no products to sell.
ABOUT US A rare combination of legal, tax, and financial expertise.
Your legacy deserves the professional accountability of a major firm, delivered with the care of a neighbour. Living in Prince Edward County allows us to serve you with a true understanding of our shared community.
Karen Budden
LL.B, CFA, CFP®A lawyer and investment specialist with decades of oversight experience.
Paul Nethercott
CPA, CA, CEAA specialist in estate tax, accounting, and fiduciary administration.
OUR PROCESS 3 steps to peace of mind.
The Initial Consultation
We meet in person or virtually to discuss your unique legacy goals.
The Professional Review
Our team combines legal, tax, and investment expertise to analyze your situation and find the most efficient path forward.
Active Oversight
We provide ongoing, transparent reporting through our secure portal accessible by your chosen family members.
Ready to discuss your legacy?
Schedule a consultation to explore how our professional oversight can provide you and your family with peace of mind.