What to do with Beneficiary Disagreements

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 of core services needed for settlement of every estate:

  • 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)

These are essentials for settling any estate  

Our estate essentials bundle includes services needed for proper settlement of every estate.

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

Ontario estates solved.

Serving all of Ontario

GTA, Ottawa, all of Ontario

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