Estate administration: from probate to closure
We help trustees settle Ontario estates
We strongly recommend our 'Estate Essentials' bundle for every estate
We provide advice, guidance and help at every step of estate settlement from start to finish.
Clear, practical advice that is tailored for your needs.
Save over $1000 with our 'estate essentials package'
A bundle that includes al of the key services that every estate needs:
- a customized checklist of tasks and timelines;
- notices of death to close accounts,
- advertisement for creditors,
- the estate information return for probate taxes,
- a template for estate accounts to track all assets and expenses
- CRA clearance certificate application
- 2 hours of prepaid time with a lawyer (often used for 30 minute check-in calls during the administration)
We assist estate trustees with common real estate needs including:
- title searches
- first dealings assessments (and transfers)
- succession (joint tenancy)
- transfer to a beneficiary
- sale of the property
An estate essential. Most generic lists of duties are daunting and include things that do not apply for your estate . We help you create a customized the list that targets what needs to be done, and then help you build a timeline and understand what to do when at each and every stage of the estate settlement process
Termination of accounts is essential to minimize expenses and liabilities and avoid identify theft. However, notifying services of the death and terminating credit cards, pensions, utilities etc. can be very time consuming and stressful. We make it easy.
Wills can be confusing and unclear. We help guide you on the meaning, your obligations and protect you and the estate from claims
We can help estate trustees locate valuable assets, before and after probate. Maximize the estate and protect the trustee from liability
We can help estate trustees gather all valuable assets, before and after probate. Ensure that funds are paid to the estate in full on time.
Advertise for creditors. Protect the trustee, the estate and the beneficiaries
Get help determining what debts to pay, when to pay them and when to delay payment
MTO transfers of ownership of vehicles, with or without probate
We help you ensure proper with protection and and investment of the estate assets
We help you maintain full, accurate accounts for the estate, efficiently and kept up to date.
Informal and formal accounting
We help with every aspect of fair compensation:
- calculation of reasonable compensation
- tax files and payments
- payment of compensation
- communication with beneficiaries, and releases
An estate essential - the estate information return is due 180 days after probate is received.
An estate essential - a clearance certificate from CRA
We help if you are entitled to a refund of estate administration tax, or need to pay more
We draft and negotiate releases that work for your estate
Advice on when to pay an interim distribution, prudent holdbacks until clearance is received
Advice and assistance on how to distribute personal property: pictures, art, jewelry, heirlooms etc.
