Orchestrated Estate Settlement

Orchestrated Estate Settlement Services


 
We are an integrated Real Estate and Executor Assistance Services provider working in close collaboration with legal and financial professionals to help Executors and Trustees settle estates. When a death prompts the dismantling and sale of a home, we help the Executor to: secure the property; inventory assets; prepare the property for sale and sell it for the best price in a timely fashion. We then help the Executor to empty the home, distribute the assets to beneficiaries, dispose of surplus items and ensure vacant possession at closing. We provide fully customized solutions at fees commensurate with the magnitude and complexity of each case.
 
We work with trustworthy partners to assure the Executor of reliable and efficient services they can count on. As the single point of contact, we are able to provide services that include, but are not limited to: Inventory Professionals, Appraisers, Move Managers, Cleaners, Painters, Building Maintenance and Repair companies, Auction Houses, Charities, Packers, Movers, Disposal Companies, and more.
 

Contact us if you have questions at 613-238-2801

 
 Your executor - Key to estate settlement

You should think carefully about who you want to be your executor. They will be responsible for dealing with all your legal and financial matters and finally, for seeing that the provisions of your Will are carried out. They may even be responsible for arranging the funeral. It can be an enormous amount of work. It should naturally be someone you trust, such as spouse, adult child or close friend. And they should be able to get along with all your family. For example, if you have children who are not on good terms, appointing one of them could be a serious mistake.
Whoever you choose should be of an age that they will be around when needed. And it’s generally wise to appoint someone who lives in the same province, preferably nearby, since most of the many duties must be carried out in person. Since much of what they do requires both financial and administrative skills, you have to be sure they have the expertise, the time and the interest to take on the job. Before you name someone in your Will to be your executor, you should always get his or her permission.
Because of all these considerations, many people, especially those with complex estates, appoint a professional executor, such as a lawyer, trust officer or accountant, rather than choosing a friend or relative. This is often a wise decision. And if you want to have a relative involved along with a professional, you can name more than one person to be executor.