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:
We assist estate trustees with common real estate needs including:
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. Service only available after probate
Expert advice from an experienced lawyer by email, phone, or video conference.
Hourly rate.
Minimum one-hour, inclusive of preparation time.
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.
An estate essential. 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, liquidating risky investments, choice of prudent investments, and dealing with interest.
We help you maintain full, accurate accounts for the estate, efficiently and kept up to date.
A template is include in the essentials bundle
Informal and formal accounting
Every aspect of fair compensation:
An estate essential - the estate information return is due 180 days after probate is received.
An estate essential - we help you request the 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 and facilitate the exchange of funds and signed documents
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.