We specialize in helping executors fulfill their duties efficiently. Our expert executor support services provide the knowledge and skills necessary for a smooth execution of your Will. Don’t let lack of expertise delay the distribution of assets. Let us assist you today.
WHO WE ARE
With over 35 years of experience in providing reliable financial advice and planning services, Doug is a seasoned financial planner who can offer valuable support to Executors in the timely and professional processing of Estates.
- Income Tax
Doug is committed to providing trusted expertise to help clients achieve their financial goals.
REVIEW SERVICES PRIOR TO THE PASSING OF THE TESTATOR
Our team is dedicated to providing personalized assistance to help you plan for the future, ensuring your wishes are carried out and your loved ones are taken care of. From drafting a Will to establishing trusts, we are here to guide you through the process with expertise and care.
Distribution calculations using current figures to ensure that estate objectives are being met.
Review of the Will with the Testator and the Executor or Executrix to ensure.
Gathering and organizing all relevant estate information to ensure accuracy and ease of estate planning.
Immediate Matters Review
Reviewing critical matters such as tissue donation immediately after the passing of the Testator.
Funeral Arrangements Review
Comprehensive assessment of the Testator’s funeral arrangements to ensure they align with their wishes.
REVIEW SERVICES AFTER TO THE PASSING OF THE TESTATOR
Our team is here to support you during the difficult time of dealing with the estate after the passing of a loved one. We provide professional and compassionate assistance to ensure that the estate is managed properly and in accordance with the wishes of the testator.
When Death Occurs
Obtaining and reviewing the Will with the Executor/Executrix, notifying authorities of the death, and more.
Take care of essential administrative tasks at the outset to ensure that the estate can be properly managed.
Administering The Estate
Managing assets, reviewing investments, considering tax implications, and canceling/reapplying for relevant payments and benefits.
Ensure all debts and claims are settled, initiate sale and transfer of assets, distribute assets, and prepare final Estate Accounting.
Closing The Estate
Prepare a final accounting of assets and liabilities, have beneficiaries approve it, close of account, and financial advice for beneficiaries.
An Estate Plan can provide peace of mind that trusted individuals can look after you if you are not able to do that for yourself, then after passing, it ensures your assets are distributed in the way you would want.
An Estate Plan is a collection of documents that can manage, if needed, your health and finances prior to death (Powers of Attorney for Health & Property) and after death (Will) specifies how you want your assets to be distributed.
Upon death, a Will ensure that your assets are distributed according to your wishes. If you die without a Will (Intestate) then your assets will be distributed according to guidelines as set out by each province.
Such guidelines might result in distributions that would be unacceptable if the Testator (creator of the Weill) knew what the outcome would be.
An Executor (F: Executrix) is the individual(s) named in the Will to ensure the directions in the Will are carried out.
Your Executor should be a trusted individual who is willing and able to carry out the responsibilities of administering and processing your Estate in a transparent and professional manner.
My integrity and professional competence will support you as you navigate this stressful and emotional process. My experience as an executor of will, training and creativity allows me to provide excellent, timely and cost-effective services.
I encourage you to contact me for a no-cost no-obligation initial consultation by calling, emailing, or booking an appointment online.