Estate Services
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Estate Services
Our estate and trust professionals are highly skilled, not only in the intricacies of estate settlement and administration, but also in handling stressful family situations with compassion and objectivity. Whether you are acting as executor for a loved one’s estate or planning your own estate, we can assist you.
Services for Estate Executors
If you’ve been appointed as an executor(1), our professional Agent for Executor services can help you settle an estate according to your loved one's wishes, to the satisfaction of family, and with minimal delay.
Naming Us as Your Executor
We can act as a professional executor(1) to carry out the settlement and administration of your estate, including such things as custody, asset protection, tax preparation, and more.
Power of Attorney/Mandate Services
We can act as Power of Attorney or mandate to manage the financial assets of an individual who has become incapable. We can also act in the interests of minors without suitable family members to handle their affairs.
We're here to help in any way we can
Together, we can work with you to determine which estate services may be right for your individual circumstances.
Talk to an estate and trust professional today
1) In Quebec, “liquidator”, in Ontario, “estate trustee with a will.”
Estate Settlement Guide
Download your guide to settling an estate and request your free Executor/Liquidator Kit.
Contact Us
Contact one of our skilled professionals to find out more about the right services for you.
1-888-656-2741
Executor and Liquidator Checklist
Use our checklist of executor or liquidator tasks to determine where you might need help.
