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Virtual Planning

At MacMillan Estate Planning, we take pride in offering comprehensive, personalized estate planning services that help you maintain your lifestyle — wherever life takes you. For many of our clients, that means balancing time between multiple homes, enjoying winters abroad, or spending precious time with family around the world.

We understand that busy schedules and distance can make in-person meetings challenging. That’s why we offer Virtual Estate Planning Services, allowing you to create or update your plan from the comfort of your home or office — wherever you may be.

Through secure video, phone, and email communication, our team can guide you through every stage of the process. In fact, your entire plan can be designed, refined, and implemented virtually, without ever needing to visit our office in person.

Please note: MacMillan Estate Planning is a boutique firm dedicated to supporting affluent families with complex estate planning needs. Our process is best suited for those with approximately $5 million or more in net worth, where advanced coordination between legal, tax, and financial strategies becomes essential.

If you're earlier in your planning journey, we're still happy to connect and help guide you in the right direction.


Virtual Planning During Uncertain Times

There is no reason, just because you cannot attend our office in person, that you should put off your estate planning. 98% of your estate planning can be designed and implemented virtually. MacMillan Estate Planning has been carrying out estate planning for clients around the globe virtually for over a decade. It is not a big adjustment for us. Take advantage of a virtual complimentary consultation to understand how we can help you, from the safety and comfort of your home.

We are committed to the protection of you and your family’s future. To begin designing your comprehensive estate plan, come in for your complimentary consultation.



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