We provide advice, guidance and help at every step of estate settlement from start to finish.
Choose from 3 different services to meet your specific needs.
We offer one time consultations, ongoing coaching, and active agency (we keep track of the to-do list and deadlines and makes sure that each step is completed).
Call us to discuss which option is best for you and your estate
Trustee duties: the list of duties and tasks can be daunting. We help you understand what to do when at each and every stage of the estate settlement process
Notifying services of the death and terminating credit cards, pensions, utilities etc. can be very timeconsuming exhausting. We can lighten the load.
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 and gather all valuable assets, before and after probate. Increase the estate and protect the trustee
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.
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
