Estate Trustee &
Administration Advisory
Acting as estate trustee on behalf of a deceased’s estate, or offering guidance and assistance to trustees, executors and beneficiaries throughout the administration process.
What are Estate Trustee Services?
Estate Administration involves more than just the probate applications, although they are a specialty in and of themselves. Searching for, gathering and securing all assets of the deceased, such as real estate, bank accounts, investments, and personal property, while identifying and settling any outstanding debts, taxes, and liabilities is part of the process.
We act as Estate Trustee, otherwise known as an Executor, to manage the deceased’s estate if beneficiaries do not want to, for whatever reason, or if we have been appointed in a Will. Estate trustees or executors must act diligently and impartially, often managing assets until they can be legally distributed to beneficiaries.
This service is for you if:
- You have been appointed as executor or trustee in a will.
- You are a beneficiary looking to be appointed as executor or trustee.
- You may want to resign and appoint someone else instead.
- You need help with the estate administration process and someone to guide you.
Why Us
Full Trustee Services
We help facilitate a smooth and efficient transfer of inheritance funds to the next generation, representing executors, trustees, heirs and beneficiaries at every step.
Beneficiary Tracing
Our services include tracing beneficiaries and assets including cryptocurrency, resolving potential claims from dependents, and addressing complex family situations.
Intestate Expertise
We specialize in handling intestate estates, including applying for a Certificate of Appointment of Estate Trustee without a Will and ensuring fair division among heirs.
How We Work With You
Free Consultation
We offer a free 15-minute consultation to ensure we are the right lawyers for your specific case. If your needs fall outside our expertise, we will refer you to a trusted colleague.
Tailored Strategy
Together we build a tailored plan with transparent pricing, defined timelines and no surprises. Fair, flat fees agreed in advance.
Precision Execution
We do the legal work with precision and care in a timely manner, updating you every step of the way so you can make informed decisions with confidence.
Resolution & Delivery
Each client receives personalized attention and direct contact with our principal lawyer throughout the life of your case until completion.
Comprehensive Administration Support
We specialize in handling intestate estates (“intestacy” is when a person dies without a valid will), including applying for a Certificate of Appointment of Estate Trustee without a Will and ensuring fair division among legally beneficial heirs. Our services include tracing beneficiaries and assets including cryptocurrency, resolving potential claims from dependents, and addressing complications like posthumously conceived children or discovered relatives.
At Bereavement Law, we represent heirs, beneficiaries, family members, and corporate fiduciaries in every step of the probate or estate administration process, with the utmost compassion and understanding.
We assist with anything to do with estates, including inventorying assets with financial institutions, handling creditor claims, preparing final accounts, obtaining a Clearance Certificate from the Canada Revenue Agency and finally distributing the estate assets.
We have experience with “numbers” and can assist trustees in “passing of accounts” by preparing full estate financials for submission to Court, if necessary. We prevent common avoidable disputes by working towards a transparent and efficient distribution of all assets.
By providing clear guidance on this complex area of law, we help facilitate a smooth and efficient transfer of inheritance funds to the next generation.
Transparent Fixed-Fee Pricing
We charge fair, flat fees, in an amount agreed in advance and we can offer compassionate pricing when appropriate. Each client receives personalized attention and direct contact with our principal lawyer.