Legal advice to administer and settle Ontario estates
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,
- CRA clearance certificate application
- 2 hours of prepaid time with a lawyer (often used for 30 minute check-in calls during the administration)
The core essentials for every estate
Our estate essentials bundle includes all of the services that every properly administered estate needs.
From probate to final closure of the estate can be a long, challenging journey. Get started properly with a checklist of duties and tasks customized for your particular estate uncluttered by things that are not necessary. Keep on track and minimize stress with regular advice from an experienced estates lawyer.
Also includes 4 filings all of which are required for every estate, saving you dozens of stressful hours..
Trustee duties: 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.
We help deal with real estate that was owned by the deceased:
- survivorship registrations,
- first dealings,
- transfers to beneficiaries, and
- sales to third parties.
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
We help with every aspect of fair compensation - calculation, taxes, payment, communication
Estate administration tax: we help calculate and pay, including adjustments, re-filings and refunds
Estate Information Return filed within 180 days after probate. Prompt, accurate efficient service
We help determine a suitable holdback to protect you, the estate and the beneficiaries
We draft and negotiate releases that work for your estate
Determine when to pay an interim distribution and how much is prudent
Advice and assistance on how to distribute personal property: pictures, art, jewelry, heirlooms etc.
Income taxes for estates solved.
We prepare and file income tax returns for estates
Expert, practical, timely help
We assist with all income tax aspects of executor compensation
We prepare and file tax returns for the deceased and the estate
We help obtain clearance certificates from CRA to protect the trustee and beneficiaries
We help deal with the income tax issues when a beneficiary lives outside Canada
