When someone passes away, it can cause significant feelings of loss and fear.

If you have been appointed as an Executor under someone’s will, you have to take steps to deal with the estate right away when you are probably still in shock and actively mourning the loss of a loved one.

These steps involve:

• Calling in all of the assets of the estate
• Paying all debts
• Obtaining a tax clearance certificate from the Canada Revenue Service

Please come see us and we will explain your obligations and the practical steps that need to be taken. We will even assist you with many of these steps if you wish.

Sometimes an estate needs to be probated. Most often, this occurs when a third party who is either holding an asset (say a bank account) or wants to purchase an asset from the estate (say a house) cannot rely on the fact that the will you have is the last will of the deceased. Probate is a court application which results in an order confirming that the will is indeed the last will of the deceased and can be relied upon by third parties if another will ever surfaces.

Our process for probate (when required) is streamlined and extremely efficient.

There are also times where you are a beneficiary under a will and want more information about the estate.

We will gladly reach out to the executor or his lawyer and procure the information that you need to understand what is going on and help you make informed decisions going forward.

Whatever your situation, we have the expertise to take the pressure off you and ensure that your actions could withstand any criticism at a later date.

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