Estate Administration
Executor Services
Many people do not wish to burden their family or friends by appointing them as executor, or may not have a suitable person in mind. This overwhelming job can take, on average, 1-2 years to complete. As your executor we perform all the tasks to settle your estate.
Who Can We Help?
We can help you if:
  • Those you trust don’t have the appropriate professional skillsets
  • Those you trust are elderly or predeceased
  • Those you trust live far away or in other legal jurisdictions
  • Those you trust live busy lives
  • Those you trust are elderly or may predecease you
  • Those you trust need the full support of a professional
  • Those you trust need partial support from a professional
  • You don’t have anyone appropriate to appoint
Legacy Private Trust Can be Appointed as:
  • Sole executor
  • Co-executor with a family member or trusted friend
  • Alternate executor for both spouses if the primary executor is unable or unwilling to act when the time comes
  • Agent to an individual who is acting as Executor, to help them with some or all of the tasks involved
Duties and Responsibilities Include:
  • Coordinating any funeral arrangements
  • Meeting any of the beneficiaries’ immediate financial needs
  • Meeting with family and beneficiaries
  • Making a careful inventory of the estate’s assets
  • Valuing the estate as of the date of death
  • Applying to the court for probate and paying probate taxes
  • Communicating with any beneficiaries and providing regular updates
  • Insuring and investing the estate assets
  • Preparing, filing and paying final taxes
  • Cleaning out the deceased’s homes
  • Applying for a final tax clearance certificate
  • Setting up any ongoing trusts or charitable foundations
  • Distributing specific personal estate effects according to the Will
  • Preparing an accounting of receipts, disbursements, investments, liabilities and compensation
  • Returning all government-issued identification
  • Selling the deceased’s home and other real property
  • Ultimately, distributing the assets to the beneficiaries
Downloadable Brochures
Personal Estate Plan Services
Executor Support Services
"The job of executor is no longer considered an honour. It can take, on average, over 160 hours of complex work."
-Carolyn Love