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Individuals and Families
Did you know that the average estate takes approximately 12-24 months to administer? In addition to investing the necessary time, executors must be objective, business minded, organized, and trustworthy. Ideally, they should also live in the same province as the individual writing the will, and be ready to act when the time comes.
As assets and families get more complex, a professional executor can ensure an efficient administration, maximizing the estate value and reducing risk for the beneficiaries.
If you are currently acting as an executor or are in the process of drafting your own will, schedule a call with us to find out if a professional executor is right for you.
For further information, see our blog: Benefits of a Professional Executor.
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Legal Professionals
Your time is valuable and your clients are busy. Researching and choosing a personal representative is an important part of estate planning, and is often left as the final step in the process. Let us find your client the right estate solution to fit their needs, at the optimal cost.
As the estate broker, we contact several professional executors and trustees and present your client with a summary breakdown of the costs and service options specific to their needs. We can save your clients thousands of dollars in estate fees and significant time and effort in contacting professional executors. Your clients will have peace of mind knowing that they are receiving the ideal solution for their situation, while you only need to work with our office to get quotes from several fiduciaries.
In addition to executor appointments, we also specialize in procuring a fiduciary for immediate appointments, including agent for executor, administrator under an intestacy, court appointed attorney/trustee, and estate trustee during litigation (ETDL),
Our fees are charged to the client and can be included as a disbursement on your bill. Contact us to learn more.
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Investment Professionals
Providing excellent investment advice and service is what you do, but what if you could offer more? Strengthen your client relationships, consolidate assets, and engage the next generation with our Will and Estate Planning Service. Our boutique, pay as-you-use model allows you to provide Will and Estate Planning consultations to your most valued clients, helping them make some of the most important decisions for their wealth. Contact us to learn more.