Our difference and value proposition is simple. We save time and money for our clients with a customized estate resolution program for each case. We ensure nothing is forgotten. We ensure estate representatives can complete ALL tasks in the most timely, cost effective, efficient and stress-free manner. We custom prepare ALL documents,...

If the Executor doesn’t understand everything that needs to be done, then they can’t know where to begin. Nor can they know that everything has been done. It’s easier, safer and less stressful to start at the beginning, with the end in sight. We often hear… “There is a Will, so doesn’t it specify what the executor is to do?” The...

3 simple Steps. Straight forward, all-inclusive fees. No hidden costs. No surprises. We welcome the opportunity to assist you at any time. However, if a death has occurred, please contact us as soon as practical. Doing so may save you time and resources settling matters that we will initiate or resolve on your behalf as part of our...

Your estate lawyer may or may not include preparation and filing of the “Estate Information Return” as part of their Probate Services. Ontario Estate Trustees have the responsibility to remit the “Estate Information Return”.  Completing this detailed document incorrectly could result in significant loss or mis-calculation of...

If a death is imminent or has occurred, and there is no Will, you will benefit even more through RESOLVED services. The legal process is likely going to be more difficult, but our all inclusive fee is the same as if there is a Will. We have all the tools, resources and expertise so you can begin settling matters with the end in sight. We’ll...

Executors want a checklist so they know what they need to do. If we see 10 families, we will help each of them prepare a “Checklist” or “To Do’ list. But there will be 10 different lists. There is no such thing as generic checklist. If anyone tells you there is, or worse yet tries to get you to buy it, DON’T! If the Executor...

However you wish to be remembered… your thoughts, wishes, choices. Your way. Don’t leave them guessing. Make your Executor’s job less stressful.

Before your Executor even begins to deal with the details of your estate, your funeral, burial or cremation arrangements and costs will need to be decided. There are professionals specialized in all aspects of “estate planning”. Many have valuable expertise in their fields. But lawyers, financial experts, accountants and others can’t plan...

Setting aside funds for funeral and final expenses is an integral part of responsible and smart retirement and estate planning. Funeral, cemetery, legal, estate settlement expenses and taxes can easily run into many thousands of dollars. For a surviving spouse, these expenses, and the loss of assets or savings to cover them, can be financially...

Funeral, cemetery, crematorium fees and costs of grave markers or memorial products are the most obvious “final expenses” we often think about. However, FInal Expenses may include many other costs that need to be addressed within days or weeks of a death. Other “Final Expenses” can easily exceed funeral costs. Omitting them from...

Your passport to peace of mind. Lifetime Protection from the unexpected. Bringing a loved one home can be a costly and complex undertaking when death occurs out of province, out of country or even just a few hundred kilometres away from home. Fortunately, you can protect yourself and your family with Assurant Travel Protection. For a one-time...

Will your family know what to do? You can be sure with our Priority Planning Points: My Legal Will. Always consult an expert. Even the simplest estate requires a Will. Without a Legal Will your family can find it costly or even impossible to complete otherwise simple tasks. My Living Will. If ever needed, it will remove an enormous burden from...