Estate Administration

Navigating the complexities of estate administration after a loved one has passed away can be overwhelming during an already difficult time. At O'Connor MacLeod Hanna LLP, our dedicated team provides compassionate and comprehensive assistance to executors, trustees, and beneficiaries throughout the estate administration process.

We offer a range of services tailored to meet the unique needs of each client, including:

• Assisting executors and estate trustees in understanding their legal duties and obligations under the law.
• Providing comprehensive guidance on the probate process, including filing required documents and managing estate assets.
• Offering support in asset identification, valuation, and distribution in accordance with the terms of the will or applicable laws.
• Estate administration tax compliance
• Calculation of executor compensation
• Accounting to beneficiaries including formal passing of estate account.
• Trust administration and management

With our experience and expertise, we strive to alleviate the burden of estate administration, ensuring that your loved one's estate is administered efficiently and effectively.