Estate Administration & Probate

We provide full estate administration services either acting as an estate trustee for the estates of our clients, preparing documents and applying for a Certificate of Appointment of Estate Trustee with a Will (Will Probate).

Our other services include: ​

  •  Preparation of documents and applying for Certificate of Appointment of Estate Trustee Without a Will, if there is no Will

  • Assisting Estate Trustees that reside outside of Ontario

  • Locating estate assets such as bank accounts, insurance policies, real estate, investments, pensions and personal property

  • Evaluating and auctioning valuable personal property

  • Notifying life insurance companies and filling out claim forms

  • Notifying credit card companies, utility companies, etc. of discontinued service

  • Arranging for sale of real estate 

  • Locating beneficiaries

  • Coordinating with accountants to file income tax returns and pay all taxes

  • Obtaining a Clearance Certificate from the Canada Revenue Agency

  • Preparation of statements of accounts for the estate

  • Passing of Accounts in Court

  • Communicating with beneficiaries and obtaining necessary releases and consents. 

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