James Robert Allan

Robert Allan obtained his Bachelor of Commerce Degree (Honours) from Carleton University in 1983. He was awarded his law degree from Osgoode Hall in 1986 and was called to the bar in 1988.

With his 25 years of experience Robert’s approach is simple and direct: Get it done right and deliver value that exceeds the price of the service. His primary focus is business enablement and transactions, and wealth preservation. However, he is also an experienced estate advisor who provides business succession and liquidity, trust and multiple-will advice for moderate and high net-worth individuals. Medical and dental professionals who are considering incorporation also seek Robert’s guidance.

Born and raised in Ottawa, Robert is a dedicated family man who is active in the community. He was a vice president of the Nepean Chamber of Commerce, a co-founder and co-director of the National Capital Leadership Challenge, and a participant in the Fernbank Community Design Plan. Robert resides in Stittsville with his wife, and two daughters.

I made my own hand-written will few years ago. I believe it’s valid and truly reflects my wishes, however my financial advisor told me I should get a proper will drafted by a Lawyer. Why should I do that?

Wills are legal documents that will dictate the distribution of assets after one’s passing and there are many reasons why wills should be prepared by a Lawyer specializing in this area of law.

Formal validity For wills to be valid and legally binding they have to be executed (signed) according to legal requirements. A Lawyer preparing your will would ensure that the document is executed properly and therefore legally valid and binding.