The death of a loved one is a trying and emotional time. Unfortunately, it is also a time when the surviving spouse and/or family members are required to deal with the finalizing of the deceased's estate. Even the settlement of a 'simple' estate requires specific actions to be taken to satisfy financial, legal and governmental requirements. With years of experience settling small, medium and large estates, we’re expertly qualified to provide individualized, professional, estate-settlement expertise in a timely and cost-efficient manner.

Estate Settlement Services We Provide As "Administrator":

  • Reading and interpretation of the Will to disseminate among beneficiaries
  • Determination and assembling the assets and liabilities of the Estate
  • Prepare a Statement of Assets and Liabilities.
  • Valuation of real estate
  • Notifying brokers, bankers, etc.
  • Application to bank/broker for release of funds to pay probate/legal fees
  • Completion of claims for life insurance, RRSPs, government benefits, etc.
  • Instruct solicitor to apply for Probate
  • Closing bank/brokerage accounts and safety deposit box
  • Registering assets in Estate’s name
  • Paying liabilities outstanding at the date of death, as well as funeral, administration and 'out of pocket' expenses
  • Selling and/or taking appropriate action with respect to various holdings
  • Advertise for creditors
  • Prepare and filing of final tax returns, returns to Date of Death, including a special return for Rights and Things and the T3 filing for the Estate (post death)
  • Obtaining a Clearance Certificate from Canada Revenue Agency
  • Prepare a partition of the assets among beneficiaries, and distribute the assets of the Estate to the beneficiaries
  • Prepare a Final Statement of Accounts for the beneficiaries and obtain releases
  • All other services that may be required in connection with the settlement of the Estate