EXECUTOR SUPPORT SERVICES Expert support for the named executor.
Fulfill your legal duties with clarity, care, and confidence. We provide the professional guidance you need to navigate estate administration without the overwhelming burden.
The role of an executor is complex. You don’t have to navigate it alone.
Why families choose professional support
When a loved one passes, the “to-do” list can feel immense, reviewing wills and filing final taxes. As an executor, you are personally liable for managing these tasks accurately.
The Time Commitment
Estate administration often takes hundreds of hours.
The Risk
Common administrative mistakes can lead to tax penalties, delays, or personal financial liability.
The Emotional Toll
Managing complex paperwork while grieving is a heavy burden.
How we lighten the load
We act as your expert guide, combining legal, financial, and tax expertise to simplify your responsibilities. You retain the role of executor, but we handle the heavy lifting.
Legal Coordination
Reviewing the Will and guiding you through probate applications.
Asset Valuation
Identifying assets and preparing detailed estate inventories.
Tax Strategy
Advising on final returns and obtaining CRA clearance certificates.
Beneficiary Support
Managing communications and resolving friction before it starts.
What is a Certified Executor Advisor (CEA)?
A CEA is a professional trained specifically to guide executors through the administrative, legal, and tax hurdles of settling an estate.
We don’t just look at the numbers; we coordinate the entire process to ensure timely filings and full compliance with Ontario law.
Transparent Pricing
- Our Executor Support Services are billed at $300 per hour.
- This rate covers consultations, strategy planning, document organization, and liaising with other professionals.
- You only pay for the time and support you actually need.
Frequently asked questions
Can I hire you if I’ve already started the probate process?
Yes. We can step in at any stage to provide guidance, whether you are just starting or are stuck on final distributions.
Does the estate pay for your services, or do I pay personally?
Typically, professional fees for executor support are considered an expense of the estate and are paid out of the estate assets before final distribution.
Will you talk to the other beneficiaries for me?
Yes. We can help manage beneficiary communications and prepare reports to ensure transparency and reduce family tension.
Ready to discuss your legacy?
Schedule a consultation to explore how our professional oversight can provide you and your family with peace of mind.