Macmillan Estate Planning Corp
Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm. For nearly a quarter of a century, our firm has worked with thousands of high net-worth families to design their estate plans. We service clients all over the world, focusing on Canada, the U.S. and the United Kingdom. We offer our clients a one-stop-shop service – everything they need to plan their estate is under our roof. Like an architect, we take an unbiased and integrated approach to planning. Our employees include lawyers, accountants and financial planners who work holistically together to service international clients with a multitude of estate planning requirements. We consider an estate plan to be a modern day strongroom, built to safeguard and secure each client’s significance. We start by gaining a deep understanding of our client’s significance, and the key to their family’s success. From this, we strategically help them to map out their life, legacy, legal and tax plans. By focusing on these five areas, we design, implement and care for their customized strongroom, ensuring it reflects their life as it unfolds, – helping guide their significance and true genius forward.
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Verified contacts
9
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
2
tools in use
Monthly traffic
144
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- PL
Paul Lindsey
Head of Planning · General Business & Management
EmailPhone - MT
Martine Tollefson
VP, Operations and Planning · Other
EmailPhone - BZ
Brooke Zimmersmann
Paraplanner · Finance & Accounting
EmailPhone - EL
Emily Longmire
Paraplanner · Finance & Accounting
EmailPhone - JW
Jordan Winsor
Legal Assistant · Legal
EmailPhone - SM
Sonya Miller
Personal Assistant to the CEO · General Business & Management
EmailPhone - SM
Sonya Miller
Executive Coordinator Personal Assistant · Other
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Macmillan Estate Planning Corp
8 distinct titles indexed · top 8 shown.
- 2paraplanner
- 1ac
- 1accounting & human resources executive
- 1executive coordinator personal assistant
- 1head of planning
- 1legal assistant
- 1personal assistant to the ceo
- 1vp, operations and planning
Sign up to unlock all 9 contacts at Macmillan Estate Planning Corp
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