Estate Administration
Settling a loved one’s estate is a legal, financial, and practical project that unfolds over months. We guide estate trustees (executors), beneficiaries, and families through every step in Ontario, from first-day triage to final distribution and tax clearance. Our approach is pragmatic, deadline-driven, and transparent on fees.
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Immediate next steps: locating the Will, securing the residence, redirecting mail, safeguarding digital assets, cancelling benefits, notifying banks and insurers.
Probate: preparing and filing the Application for a Certificate of Appointment of Estate Trustee (with or without a Will), serving notices, addressing bonds, and calculating Estate Administration Tax (probate fees).
Fiduciary support: advising on trustee duties, record-keeping, investment standards (prudent investor rule), and conflict-of-interest management.
Asset realization: gathering accounts and policies, transferring or selling real estate, private company shares, vehicles, and personal property.
Creditor management: issuing Notices to Creditors, verifying and negotiating claims, dealing with secured vs. unsecured debts, and insolvency scenarios.
Beneficiary relations: status reporting, releases, holdbacks, and dispute prevention.
Accounting & approvals: preparing informal or court-format accounts and, where needed, Passing of Accounts.
Taxes: coordinating final and estate (trust) returns and obtaining a CRA Clearance Certificate.
Distribution: interim and final distributions with appropriate safeguards and documentation.
Why Choose Haider Khan Legal?
Proactive steps that avoid personal liability for estate trustees.
Checklists and disciplined timelines.
Flexible fees in the form of predictable flat-fee stages where suitable.
Evening and Saturday consultations available
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