Probate & Estate Administration Lawyers for Estate Executors and Trustees
If you have been entrusted to execute a will for a loved one or friend, we can support you with the legal and financial requirements of an estate trustee’s obligations, duties and discretion, while distributing the estate for the benefit of the beneficiaries. The process can often seem complicated, and we understand the stresses you may already be facing. Let our lawyers navigate you through every step of the will execution so that you can continue to support your family during this time.
Estate Execution
You don’t have to do this alone, especially when handling the debt repayments, tax and transference of assets to meet the duties of estate administration. Let our lawyers do the heavy lifting. We will hold your hand as much or as little as you need through every step of the estate administration of the deceased.
Our lawyers in Orillia will act on the behalf of the departed and their appointed power of attorney (Estate Trustee) to ensure their estate is directed as they desired in life, including applying for the Certificate of Appointment and managing the distribution of assets, any charitable donations, trust administration and land bequeaths.
As you focus on managing family, life and ongoing commitments, we can assist you in the will execution requirements including planning an efficient administration process of the finances and asset distribution, as well managing tax documentation or third party accountant support, and the Ontario government estate return.
Ness Law frequently act on behalf estate trustees to care for their best interests while responsibly distributing an estate tor the beneficiaries. We can support your duties to the deceased with estate administration progress reports for the beneficiaries and prepare estate accounts to calculate your compensation for the time and effort you have committed.
Certificate of Appointment of Estate Trustee
Often referred to as probating a will or applying for probate, the application for a Certificate of Appointment of Estate Trustee with (or without) a Will must be applied for within 30 days of a person’s death (Ontario). The application is filed with the Superior Court of Justice in the district where they lived at the time of their death. A successfully completed application will result in the issuance of a “grant of probate” which legally appoints the executor and gives them the authority to carry out the will instructions.
If this already sounds overwhelming, then you should consult with our estate administration lawyers to support you in this difficult journey. Ness Law will work with you to ensure the application is complete and filed in time to reduce administration challenges. If a last will and testament was not created, our estate lawyers will become your greatest advocate to reach a desired result in this complex circumstance.
Acting as an Estate Trustee
While you may have shared experience or the understanding of estate administration, the complexity and size of the estate may justify you calling in for support. This is especially true when the estate includes business share holdings, a real estate portfolio or large investments there are greater intricacies in the legal work and reporting required.
Following your appointment of estate trustee (probate), our estate lawyers will interpret the will and guide you through the fiduciary executor duties and responsibilities, while advising and assisting in securing the assets of the estate. As beneficiaries are entitled to detailed accounts of the all financial transactions involving the estate, our team will help you to keep meticulous records of the transactions including payments from the estate funds that may be required for CRA, debt resolution and professional services.
Mitigate your personal risk when undertaking the role of an estate trustee by appointing our estate administration lawyers to steer you a smooth process. This time may be challenging enough to navigate. Let our team provide you with a sensitive ear and a diligent will execution service.
Ness Law’s Professional Wills & Estate Law Services
Wills and Estate Law Orillia
A high standard of personalized service
Accurate, timely and understanding advice
Local Experience with Municipal Bylaw Knowledge
Reasonable fees for a hands-on service
Wills and Estate Lawyers Orillia, Barrie, Gravenhurst, Muskoka
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Make a Will
It’s not as daunting as you think… A Will is For Everyone. Most importantly making your last will and testament could save your loved ones’ unnecessary obstacles or even financial loss.
The time can never feel right to think about making the important decisions you need to protect your family. Our compassionate lawyers can walk you through the process with simplified steps to support your most difficult decisions of how and who your assets and estate will pass to upon your death. Stop procrastinating and let’s secure your family’s future together. You’ll feel a weight lifted after you make your will.
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