ABOUT US Sophisticated guidance. Neighbourly care.
Comprehensive legal, tax, and financial oversight for Prince Edward County families. We protect your legacy with clarity and confidence, right here at home.
Professional expertise, rooted in community.
Paul Nethercott and Karen Budden chose Prince Edward County for the same reasons you love it: the pace of life, the beauty of the landscape, and the strength of the community.
However, as they settled in, they noticed a challenge facing their neighbors. Families with complex estates often had to travel great distances to find specialized support, or they had to coordinate between separate lawyers, accountants, and investment advisors who rarely spoke to one another.
County Legacy Planners was created to solve that fragmentation.
We believe you shouldn’t have to compromise on expertise just because you choose to live outside a major urban center. We provide residents of Prince Edward County with a rare combination of legal, tax, and investment oversight—all under one roof, and delivered with the personal care of a neighbor.
Partners in your legacy.
Karen Budden
LL.B, CFA, CFP®
Estate Law, Investment Review, & Probate
613-503-0678
With a dual background as a lawyer and a Chartered Financial Analyst, Karen brings a deep, multi-disciplinary understanding of estate law and investment oversight.
The OBSI advantage
Previously, Karen spent nearly 20 years with the Ombudsman for Banking Services and Investments (OBSI), specializing in investment complaints and advisor conduct. This unique experience allows her to provide the kind of unbiased, objective analysis that few others can offer.
Paul Nethercott
CPA, CA, CEA
Estate Tax, Accounting, & Administration
416-570-7823
As a Chartered Professional Accountant and Certified Executor Advisor, Paul specializes in the precision of planning. He navigates the complex tax requirements of Ontario estates, ensuring every financial obligation is met with accuracy.
Paul’s role is to protect the value of your legacy for your beneficiaries, ensuring your estate is settled from a tax-efficient perspective.
Why our multi-disciplinary approach matters.
Most people are forced to coordinate between separate lawyers, accountants, and financial advisors, often leading to gaps in communication and planning. We bring these disciplines into one room.
Integrated Expertise
We combine the legal knowledge of an LL.B, the tax precision of a CPA, the investment rigor of a CFA, and the holistic vision of Certified Financial Planners.
Professional Accountability
As members of the Law Society of Ontario and CPA Ontario, we are bound by strict ethical codes of conduct and independent oversight.
Transparent Values
We prioritize neutral, objective advice with clear, all-in-one pricing. No hidden fees, no confusion, just honest guidance.
Honoring your loved one’s legacy starts here.
We are here to guide you through the complexities of estate planning and settlement with the care you deserve.