PROFESSIONAL EXECUTOR SERVICES Your legacy, handled with professional precision.
Ensure your final wishes are fulfilled exactly as intended. We act as your appointed estate trustee, managing the legal, financial, and administrative complexities so your family is protected from the burden.
Comprehensive estate administration from start to finish.
Serving as an executor involves a serious legal responsibility that can last months or even years. We manage every detail, including:
- Locating and reviewing the will: ensuring the legal document is valid and understood.
- Securing assets: identifying and protecting real estate, investments, and personal property.
- Probate & legal filings: managing the application for probate and all necessary court documentation.
- Debt & tax resolution: paying outstanding debts and filing final tax returns with the CRA.
- Record keeping: maintaining accurate accounting of all transactions for beneficiaries.
- Final distribution: ensuring assets are distributed to beneficiaries according to the will.
A rare combination of credentials and care.
Most professional executors are either individuals or trust companies. We offer a unique, multidisciplinary approach.
Neutral & Objective
We act as a professional third party to avoid family conflict and ensure impartiality.
Dual Expertise
Our team includes a CPA for tax and accounting, a lawyer for probate and estate law, and a CFA for investment oversight.
Accountable & Insured
We are fully insured and bound by the strict codes of conduct of our professional organizations.
All-Inclusive Value
Unlike other firms, our fee includes the necessary legal and accounting work, providing you with total cost certainty.
Our professional executor fee schedule.
In Ontario, executor compensation is generally 5% of the estate value. We provide transparent, bundled pricing that includes executor, basic legal (probate), and accounting (tax returns) services.
| Estate Value | Our Fee |
|---|---|
| Up to $500,000 | 5% |
| $500,001 – $1,500,000 | 4% |
| Over $1,500,001 | 3.5% |
Frequently asked questions
How do I appoint you as my executor?
You can name us as your primary or alternate executor directly in your Will. We recommend contacting us first to discuss your legacy objectives so we can ensure our records are up to date.
What if I have already named a family member as my executor?
We can act as a support for the executor and work alongside them. See Executor Support Services for more information.
Where do you offer
these services?
While we are based in Prince Edward County, we are fully qualified and available to serve as executors anywhere in Ontario.
Ready to discuss your legacy?
Schedule a consultation to explore how our professional oversight can provide you and your family with peace of mind.