My trusts and estates law services
Probate of Will / Certificate of Appointment of Estate Trustee
I assist executors, estate trustees, and family members with the preparation and filing of applications to obtain a Certificate of Appointment of Estate Trustee, with or without a will (formerly known as Probate of Will).
This certificate grants the Estate Trustee the legal authority to act on behalf of the estate and deal with the deceased's assets.
ESTATE ADMINISTRATION
After the Certificate of Appointment is issued
However, obtaining a Certificate of Appointment is only one part of the estate process. Once the Court issues the certificate, the administration of the estate (Estate Administration) begins. This stage involves a number of legal and financial responsibilities, including identifying and collecting estate assets, paying outstanding debts and liabilities, addressing creditor claims, maintaining proper estate accounts and records, and distributing the estate to beneficiaries in accordance with the will or applicable law.
Two separate stages
It is important to understand that the probate process and the subsequent administration of the estate are separate stages. While the Certificate of Appointment gives the Estate Trustee the legal authority to act, the ongoing administration of the estate continues after the certificate has been issued.
Scope of my services
My services are limited to assisting with the preparation and court filing of the application for a Certificate of Appointment of Estate Trustee. Unless otherwise agreed, I do not undertake the ongoing administration of the estate after the certificate has been issued.
Tax, accounting and financial matters
I do not provide tax, accounting, or financial advice. Matters relating to income tax returns, estate tax compliance, or tax planning should be addressed with a qualified accountant or tax professional.
TRUSTS AND ESTATES LAW