Estate Planning, Settlement and Administration
of Estates
We advise clients, and in case of their death, we advise
the Liquidators, Executors, Trustees, and Beneficiaries
on estate and tax planning.
Our administration of estates often includes a wide
range of services depending on the testator’s instructions
in his will
We are often named by the testator to act as Liquidators,
Executors and Trustees and to administer the settlement
of the estate. On the other hand, as well, we are often
mandated by the Liquidators, Executors or Trustees to
actively settle and administer the Estate on their behalf
and report to them on a timely basis.
Our services include working with accountants and providing
paralegal assistance which permits us to effectively gather
information on the assets and liabilities of an estate,
probate the will, apply for grants of probate, realize
assets, prepare accounts, distribute assets to beneficiaries
when government releases are obtained, make all necessary
filings with the Canada Customs and Revenue Agency and
obtain appropriate government releases.
Below is a representative list of legal services we
provide in this area:
Estate Planning and Management
Mandates in the case of physical or mental incapacity
Outright and Trust Wills
Settlement of Estates and Probate of Wills
Estate and Trust Administration
Business Succession Issues and protection of family,
partners and other shareholders
