Estate Administration

The lawyers at Dickson Appell LLP have the experience, expertise and empathy to advise and assist the client on the myriad of issues involved in administering an Estate including:
locating the original Will and reviewing it with the Estate Trustee;

• if there was no Will or a Will cannot be found, advising on who are the next-of-kin beneficiaries entitled to the intestate Estate and who has priority to be appointed Estate Trustee by the court
• identifying the deceased person’s assets, debts, and liabilities
• determining whether an application to the Estates Court for a Certificate of Appointment of Estate Trustee is required, and preparing the application
• notifying the beneficiaries of their entitlement
• determining whether notice must be given to other parties such as the Office of the Children’s Lawyer
• advising on the preparation and filing of all tax returns.

Following receipt of the Certificate of Appointment:

• preparing and filing the Estate Information Return
• advising/assisting the Estate Trustee to take possession of and/or liquidate the Estate assets
• preparing accounts for the Estate and any Trusts
• advising the Estate Trustee on the timing and amount of interim and final distributions
• preparing and sending the appropriate Releases to the Beneficiaries
• coordinating the application to CRA for a Clearance Certificate, and once received, making the final distribution to the beneficiaries.