Are you undertaking the challenging task of administering the estate of a friend or family member? If so, it is best that you seek consultation from a law firm that handles this area. The role of an Estate Trustee is one that requires a lot of time and potential liability along with the capacity to navigate the legal landscape.
There are various steps that are involved in the administration of an estate including, but not limited to:
- Determining and planning to pay the debts of the estate;
- Assistance with determining the duties of Estate Trustee and the rights of those that are beneficiaries of the estate in order to avoid disputes and litigation;
- Determining the correct jurisdiction and Court to which an application of a Certificate of Appointment of Estate Trustee may need to be made;
- Advertising for creditors or searching for a Will (in the event it cannot be located);
- Providing requisite notices to those that may have an interest in the estate;
- Determination of those that are entitled to the estate;
- Assistance and support during a difficult time and challenging process;
- Preparation of Court documents when applying for the Certificate appointment of Estate Trustee;
- Handling questions by the Court in relation to the same, if applicable;
- Preparation of notarized documents such as the Certificate of Appointment of Estate Trustee in order to assist with distribution to appropriate parties;
- Transfer of deceased’s property (house, cottage) to the estate and ultimately to the rightful owner;
- Where the property was held jointly, transfer of the deceased’s property to a surviving spouse by registration of a survivorship application.
- Assisting you in finding other professionals that may be required in the estate administration process such as accountants, appraisals, realtors etc.
- …and…many more steps as necessitated by the estate and retainer.
In the event that you have lost a loved one, please feel free to give us a call and we can set up a complimentary consultation
Please note that we do not assist with estates involving challenges, disputes or litigation. You are advised to retain a law firm that handles estate litigation.
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Whether you have a question about the legal process of a matter or want to inquire about the pricing for a service, give us a ring. We’ll be happy to hear from you