Estate Administration
Managing the personal and financial affairs of a loved one after their passing can be complex and overwhelming. Let us handle the legal details and make the process easy for you.
Estate Administration & Probate Services in Ontario
We understand that every estate is unique, and we offer Estate Administration services tailored to your specific situation. In Ontario, the formal process of administering an estate often involves obtaining a Certificate of Appointment of Estate Trustee (commonly known as “Probate”). This is the court process that confirms your legal authority to manage and distribute the deceased’s assets.
While not every estate requires probate, it is typically necessary if the deceased owned real estate, held significant bank accounts, or if financial institutions require legal proof of your authority to act. Whether there is a valid will or the deceased passed away intestate (without a will), we provide the legal advice needed to correctly administer the estate.
Obtaining a Certificate of Appointment of Estate Trustee (Probate)
We can help you apply for probate, whether you require a:
- Certificate of Appointment of Estate Trustee with a Will
- Certificate of Appointment of Estate Trustee without a Will
- Certificate of Appointment of Estate Trustee with a Will Limited to the Assets Referred to in the Will
- Small Estate Certificate
Complete Estate Administration
We provide ongoing support to help you administer the estate effectively all the way to the final distribution of assets and the formal closing of the estate. We assist with the following:
- Prepare and file Estate Information Return
- Advertise for Creditors
- Confirm Deceased’s Assets
- Correspond with Beneficiaries and Third Parties
- Draft Releases and Indemnities
- Prepare Accounts
Providing Guidance on the Role of an Estate Trustee
The role of an Estate Trustee comes with significant legal duties and responsibilities. If you are an Estate Trustee looking to understand your role and obligations, contact us today for clear and practical advice.
Ready to get started? Contact us today
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Suite 1500, 4 Robert Speck Parkway,
Mississauga, ON, L4Z 1S1