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Our Estate Lawyers provide full estate administration services including acting as estate trustees for the estates of our clients, preparing documents for a Certificate of Appointment of Estate Trustee, with or without a Will (Will Probate), or assisting Estate Trustees with their work.

  • Preparation of documents and applying for Certificate of Appointment of Estate Trustee with or without a 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.

  • Assisting with 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​

    • Closing real estate sales of properties owned by estate

    • Addressing and resolving title issues affecting estate properties

  • Locating beneficiaries

  • Coordinating with accounts 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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