Estate Administration and Wills and Powers of Attorney
Estate administration involves valuing and distributing assets after death, while estate planning ensures your wishes are respected and provides peace of mind for the future.
Estate Planning documents (*working with a lawyer as required)
Estate planning is a crucial step in ensuring your wishes are respected. Preparing these documents offers peace of mind for you and your loved ones. Having a well-drafted will and power of attorney can help avoid potential conflicts. These legal tools provide clarity and direction for the future. It’s important to have these documents reviewed and updated periodically to reflect any changes in your life.
- Wills (simple, complex, Primary & Secondary)
- Powers of Attorney, Living Wills & Advanced Directives
- Mutual Wills Agreements
- Affidavits of Execution
- Virtual witnessing (in-person may be arranged depending on availability)
- Proofreading
Applications for Certificate of Appointment
- With and Without a Will
- Notices of Application
- Renunciation & Consents
- Draft Orders
- Application for Succeeding Estate Trustee/Ancillary Appointment
Estate Administration
Estate administration is a crucial process that ensures the smooth transfer of assets after someone passes away. It involves gathering and valuing the deceased person’s property. The executor or administrator then pays any outstanding debts and taxes. Finally, the remaining assets are distributed to the rightful beneficiaries according to the will or intestacy laws. This organized approach provides closure and peace of mind during a difficult time.
- Compile and/or prepare documents to liquidate assets.
- Letters of Direction
- Form completion
- Estate Information Returns
- Liaising with asset holders, property appraisers, accountants, Canada Revenue Agency and federal, provincial & municipal governments.
- Notices to creditors
- Ongoing POA Administration