Estate and Trust Administration
Administering an estate or trust is not without personal stress and risk to an executor, administrator or trustee.
The Estate and Wealth Advisory Group is available to assist, including the following:
- Preparing applications to the court to obtain a representation grant on estates
- Administering an estate following the receipt of a representation grant, including coordinating with accountants for tax filings, preparing account passings either by consent or with recourse to the courts, and distributing the estate’s assets
- Guiding clients through the litigation process in the event of an estate or trust dispute, including wills variation claims
- Providing advice to executors, administrators and trustees on their duties and in carrying them out, particularly for trusts (whether created under a will or inter vivos trust), and advising clients in the use of a trust’s assets to ensure compliance with its terms and restrictions under the Income Tax Act, particularly for alter ego and joint partner trusts
Rose Shawlee presents at upcoming Estate Planning Conference
October 23, 2018
Join Wealth Preservation Practice Group Leader, Rose Shawlee, on October 30th at the
Angela Spanjers Appointed Managing Partner of RBS Surrey
January 22, 2020
Angela has been with the firm since completing her articles with us in 2007. As a Partner and member...