ESTATE APPLICATIONS:

Once you have lost a loved one, we will be there to advise you on all the details relating to the administration of the estate.  We will assist in preparing the Surrogate Court application to have you appointed by the Court as the Personal Representative of the Estate and obtain the Grant of Probate.

Although Probate typically takes 4 months, some items can be accessible immediately—such as joint bank accounts.  Assets in joint names do not form part of the estate as the asset immediately goes to the other joint owner.  For example, we can assist in getting the house quickly transferred to the other owner right away.

After the Grant of Probate has been issued, we will be able to advise you on the transferring and realizing the assets of the estate by preparing any and all transfer documents.  We will also help with preparing the appropriate releases for signing by the beneficiaries of the Estate as required upon completion.

You will lastly need to complete the deceased’s last tax return and possibly a T3 Estate return if there was income earned after death.  An accountant can assist with the details of the tax returns, but we can help you through the steps to finish the estate and order the final Clearance Certificate.