Allison Barkwell

Experienced. Collaborative. Efficient.

With 15+ years of experience, I provide expert guidance on tax and estate planning. My team and I offer tailored solutions to address your unique financial challenges and create a plan that aligns with your objectives. Let me work with you to create a plan that secures your future.

About Allison

Allison specializes in all aspects of trust and estate planning and administration. Her focus is on providing comprehensive legal counsel to help clients protect their assets and secure their legacy.

She offers a wide range of services to meet the diverse needs of her clients, including creating personalized estate plans, preparing applications for probate or administration, and providing guidance and support to personal representatives, trustees and beneficiaries in both contentious and non-contentious matters.

With a deep understanding of the law and a commitment to personalized attention, Allison helps clients feel confident in their decisions and well taken care of. Whether you're planning for the future or navigating a difficult situation, Allison is here to provide the skilled and compassionate legal guidance you need. 

Areas of Practice

Wills & Estates

  • Estate Administration

  • Incapacity Planning

It's important for all adults to have a Will that reflects their unique circumstances and goals. Your Will appoints a Personal Representative (Executor) and a guardian for your children, and outlines how your assets will be distributed. As our lives and the law change, it's essential to review your Will regularly to ensure it continues to reflect your current wishes and circumstances.

Trusts

  • Adult Guardianship and Trusteeship

  • Estate Disputes and Litigation

Trusts are a versatile planning tool that can fulfill a variety of needs, from protecting a disabled beneficiary to supporting family members and charitable organizations, and aiding in tax and succession planning. With my estate planning and tax expertise, I can help guide you in selecting the best type of trust for your unique needs. This may include a family trust, alter ego or joint partner trust, or one of several testamentary trusts, such as trusts for your children to facilitate the transfer of wealth over time.

The Power of Planning

Effective estate planning is essential for maximizing the value of your assets and minimizing tax liabilities. Wills and Estates law and Tax Law are interconnected, and combining them can help you achieve your financial goals. By incorporating tax planning strategies into your estate plan, you can ensure that your assets are distributed in the most tax-efficient manner possible, benefiting your beneficiaries.

If you're looking to establish or revise your tax plan in Alberta, our skilled tax attorney, Cory Chan, is available to assist you. With his extensive knowledge of tax laws and estate planning regulations, he can provide customized advice and guidance to help you achieve your goals. You can contact Cory through his website, www.corychantax.ca, and begin planning for your financial future.

With you through the entire process.

When it comes to estate planning, I take a personalized approach that takes into account each client's individual circumstances and objectives. I work closely with my clients to gain a deep understanding of their needs and desires, and provide expert advice on how to best organize their affairs to ensure their unique wishes are carried out. With my guidance and support, you can create an estate plan that reflects your values, provides financial security for your loved ones, and gives you peace of mind.

Following the death of a loved one, the legal and financial matters involved in an estate can be complex and overwhelming for grieving family members. As someone who understands the emotions and stresses that come with such a difficult time, I am here to help guide the personal representative and family through the necessary tasks at their own pace.

I have experience representing beneficiaries, adult interdependent partners, and personal representatives in all estate-related matters. My approach is to work closely with my clients to identify any issues and provide them with a range of options to help resolve them.

Get in touch.

Allison Barkwell, Wills & Estates Lawyer
587-520-8806
abarkwell@barrllp.com

Cindy Holovati, Paralegal

587-773-3187
cindy@barrllp.com

2500 Sun Life Place

10123 - 99street
Edmonton, Alberta

T5J 3H1