What this service involves
An estate trustee may need to identify and secure assets, address liabilities and taxes, communicate with beneficiaries and ultimately distribute the estate.
What we consider
Before distributing assets, an estate trustee should understand the will, court authority if required, claims, debts, tax issues and record-keeping obligations.
Preparing for a consultation
Bring existing wills or powers of attorney if any, a general picture of relevant assets and liabilities, names of important family members and decision-makers, and any court or estate documents relevant to the matter.
General information only
Estate and capacity matters are fact-specific. This page provides general Ontario information only.
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