The two most important aspects of successful estate administration are leaving proper instructions and having people in place that can carry out those instructions in a way that is timely, cost effective, creates the intended legacy and maintains harmony.

Testamentary trusts are used to determine how assets are distributed after passing away. They are a tool used to transfer wealth between generations and to make provisions for a spouse, minor and adult children and non-family members such as long-time employees, companions, friends or charities.

Our family business has mastered a winning strategy for funeral homes and cemeteries with our safe, consistent and reliable approach to trust oversight. Be one of the growing number of funeral and cemetery operators hiring us to help make their preneed programs and cemetery trusts healthy and sustainable.

Many Indigenous communities in Canada, after hard work and struggle, are facing new challenges associated with sudden wealth as a result of settlements, economic development and partnership with industry. It has become increasingly important for communities to reflect on how they can protect and grow this wealth – not only for today – but for the benefit of many future generations to come.

One key aspect in any estate plan is the careful consideration of charitable giving. Some prefer to give an outright gift through their Wills, while others choose to leave a lasting gift in the form of a charitable remainder trust or a private foundation.

An essential part of the administration of any Trust, Estate, Corporate Agency, Guardianship or Foundation is the annual filing of taxes or preparing of accounts. Accuracy and timeliness are key.