We help estate trustees administer estates.

There are many steps to administering an estate and many are time-consuming, stressful and challenging chores. We help make it easier.

Download a checklist of estate trustee duties here.

Our experience and expertise can help make the process faster, easier, and much less stressful and frustrating.

Want help now? Schedule a consultation with lawyer, Angie Wynn.

All of our probate clients receive a free consultation with a lawyer on estate administration.

Interpret the Will

Get advice on what the Will says and means, your role and duties.

Notifications & Cancellations

Notify accounts and institutions, cancel accounts. We offer a one-stop solution to nofity and cancel for most utilities, pensions, taxes, credit cards and the like. Saves hours of phoning.

Collect Assets

We can assist you to locate and collect assets at a wide range of banks, insurance companies and other institutions, and ensure that accounts with designated beneficiaries (TFSA, RRIF, RRSP) are paid out.

Pay debts

We can help determine what debts to pay, when, in what amount – and then assist you to ensure that they are paid in full and the estate receives a proper receipt and release.

Manage funds safely

We can assist you to manage estate funds safely and securely. Pay bills. Invest surplus.

Transfer vehicles

We can help you transfer title to vehicles registered with the Ministry of Transportation of Ontario (MTO) – whether or not the estate has been probated.

Estate Information Return

We can prepare and file the Estate Administration Return (the EIR), which must be filed for every estate probated in Ontario.

Pay EAT

We can assist you to pay Estate Administration Tax. This must be done for all estates, either at probate, or later if an Order to defer is granted. If the value of the estate is greater than initially declared, we can help.

Interim Distributions

We can assist you to determine the prudent amount and timing of an interim distribution to beneficiaries, prepare accounts and releases, and arrange the payment.

CRA: get a clearance certificate

We help you get a clearance certificate from CRA, which confirms that all income taxes have been paid, before your distirubte the residue of the estate.

Trustee Compensation

We can help you decide whether to take compensation, and if so how much. We calculate fair and reasonable compensation, and assist you with all required filings and payment including with CRA.

Accounts

Prepare proper accounts for the estate. We can help.

CRA: get a clearance certificate

We help you get a clearance certificate from CRA, which confirms that all income taxes have been paid, before your distirubte the residue of the estate.

Releases

Finalize administration of the estate with properly drafted releases from beneficiaries.

Passing Accounts

We assist with Court-approved accounts. Necessary for estate with gifts to children, and often the best way to resolve disputes and finalize administration.