helping you find peace of mind.
When it comes to estate administration and the steps you have to take as an executor…it can be an overwhelming road. We travel this path along with you, we will help you navigate through the good, the bad, and everything in-between.
Our primary goal is to educate our clients regarding the complexities of Estate Administration, Power of Attorney’s and Executorship. We do this by building one on one relationships and providing hands-on support. We serve Executors across Ontario as their “assistants” by ensuring that every-day Executors receive professional advice and support.
-Consultation with Executor to review the estate and outline the Executor’s role.
-Assistance with the Probate Application (Certificate of Appointment).
-Guidance on valuing assets of the estate.
-Preparation of letters for the Executor to use for beneficiaries, financial institutions, and other professionals involved in the estate.
-Preparation of the Estate Information Return
Pricing based on free consultation
-Items from Juniper Package.
-Assistance with all administrative tasks and functions of the estate.
-On-going support to the Executor throughout the administration of the estate.
-Maintenance and preparation of formal court prepared estate accounts and Executor Compensation calculations.