Get the paperwork in order
Understand the documents the estate needs and the steps ahead. We assist with court documentation where required and questions that arise along the way.
Estate administration
Clear support when an estate must be administered.
When someone dies, administering their estate can involve significant legal and administrative responsibilities. We help make the process as clear and orderly as possible.
Discuss your needsWhat we’ll work through
A lot to take care of.
A clearer place to start.
Understand assets and obligations
Bring the estate's assets, debts, and responsibilities into focus. We help you address the legal work involved in managing them as an executor or estate trustee.
Keep beneficiaries informed
Communicating with beneficiaries is part of the work. We help you navigate those responsibilities and address legal questions during the administration.
A few common questions
Before we talk.
You may be taking on this role for the first time, or need help with a question along the way. Start here for answers about the work involved and what to bring to our conversation.
What does an estate trustee do?
An estate trustee manages the estate, including its assets, debts, and distributions. The work may also involve court applications and communicating with beneficiaries.
Is probate required for every estate?
No. Whether an application is needed depends on the estate, including the assets and how they are held. We can help assess whether court documentation is required.
Can I act under a power of attorney after someone dies?
No. A power of attorney ends at death. Authority to administer the estate must be considered separately.
What should I gather before seeking help?
If available, gather the will and any later amendments, information about assets and debts, and correspondence relating to the estate. Tell us what steps have already been taken and what you need help with.
416-640-2970jared@rosenbaumestatelaw.com
393 University Ave., Suite 2000
Toronto, ON M5G 2M2
Meet virtually or in person.