Estate Administration
From Appointment to Final Distribution.
Being appointed as an executor or estate trustee can feel overwhelming. We help you understand your responsibilities and move through the administration carefully and efficiently.
Discuss an Estate Administration Matter01
Guidance throughout the administration
The work often involves multiple institutions, legal duties, tax considerations, and family relationships.
- Identifying and organizing estate assets
- Debts, liabilities, and Estate Administration Tax
- Beneficiary communications
- Estate accounts and passing of accounts
- Distribution of estate assets
- Intestate and disputed estates
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Look beyond estate assets
Insurance, registered accounts, and other death-related benefits may not form part of the estate. We can help identify when separate payment-on-death advice may be useful.