Templeton Law
1 lawyer · Established 2008 · Peterborough County, City of Toronto
One of 41 law firms listed in Peterborough, and one of 27 handling Wills, Estates & Trusts.
About Templeton Law
Templeton Law is a wills, estates, and tax planning practice run by Wendy D. Templeton, a barrister and solicitor based in Peterborough with a second office in downtown Toronto. The firm has been serving clients since 2008, focusing on wills and powers of attorney, estate administration, trusts (including Henson trusts for beneficiaries with disabilities and alter ego and joint partner trusts), business succession planning, and Canada/US cross-border tax and estate planning. Both offices operate by appointment only.
Templeton holds a B.A. and J.D. along with the TEP (Trust and Estate Practitioner) and CFP (Certified Financial Planner) designations, and has appeared before the Tax Court of Canada. Before opening the firm, Templeton spent time as Vice President of Estate Planning and Wealth Transfer at BMO Financial Group, worked nine years in tax practice at a national chartered accounting firm, and was a tax partner in private practice. Templeton has also written extensively on trust and estate taxation for the Society of Trust and Estate Practitioners (STEP), authoring texts used in its Canadian course program.
Practice areas
Milestones & recognition
- The firm has been operating since 2008.
- Templeton authored 'Taxation of Trusts and Estates in Canada, 3rd Ed' for the Society of Trust and Estate Practitioners (STEP) in 2017.
- Templeton chaired the Canadian Bar Association's Wills, Trusts and Estates Section and co-founded the CBA's national Wills, Estates and Trusts Fundamentals course.
- Templeton has been a STEP member for more than 20 years and helped design STEP Canada's four-course diploma program.
In the community
- Templeton is a director of the Mississauga Board of Trade and chairs its Tax Committee.
- Templeton lectures for professional and academic groups including the Law Society of Ontario, the Ontario Bar Association, the Canadian Tax Foundation, the University of Toronto, and Osgoode Hall Law School.
Good to know
Wheelchair accessible
By appointmentWho handles what
Offices 2
The neighbourhood
The Toronto office sits inside First Canadian Place, the tower at King and Bay Streets that anchors the city's Financial District and connects to the underground PATH network. It's shared professional office space rather than a traditional storefront, home to Intelligent Office Toronto's private offices, meeting rooms, and virtual office clients, and Templeton meets clients there strictly by appointment.
The Peterborough office, on Scollard Drive, is Templeton's home base and also runs by appointment only. Working from a mid-sized Ontario city rather than downtown Toronto lets Templeton handle local wills and estates matters directly while still taking on Toronto-area and cross-border tax and estate files from the same practice.
Frequently asked questions
- Does Templeton Law prepare wills and powers of attorney?
- Yes. Templeton Law drafts single, multiple, and multi-jurisdictional wills, along with powers of attorney for property and for personal care, and advises executors and attorneys once they're appointed.
- Can Templeton Law set up a Henson trust for a family member with a disability?
- Yes. Trusts for disabled beneficiaries, including Henson trusts, are part of the firm's trust practice, alongside alter ego, joint partner, and cottage trusts.
- Does Templeton Law handle cross-border Canada/US estate and tax planning?
- Yes, this is one of the firm's core areas. Wendy Templeton advises on cross-border Canada/US estate planning and tax dispute resolution, and has appeared before the Tax Court of Canada.
- I'm only in Peterborough or only in Toronto. Can Templeton Law still help me?
- Templeton Law has offices in both Peterborough and Toronto's Financial District, each open by appointment, and serves clients in Ontario from both locations.
- Does Templeton Law help business owners plan for succession?
- Yes. The firm advises owner managers on estate freezes, business succession planning, shareholder and buy sell agreements, and post mortem tax planning.
- How do I book a consultation with Templeton Law?
- Both offices operate by appointment only. You can reach the Peterborough office at (705) 768-2368, the Toronto office at (416) 551-0442, or email wtempleton@templetonlaw.ca to arrange a meeting.
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