Executor Duties On Demand

ESTATE SIMPLIFIERS

We are professional Estate Trustees (Executors), and Attorneys for Property - providing hands on help in estate matters - including all areas of estate administration and the liquidation of the estate assets. We can either assist a current executor or attorney through the process or take on the role and responsibilities directly. Our specialties also include Estate Trustee During Litigation and Neutral Estate Trustee appointments by the courts. In addition, we also assist in providing trust /estate accounting and passing of accounts records as part of fiduciary requirements for due diligent record keeping. We help Executors fulfill their responsibilities with tailored, customized support that is charged by the hour - so there is no minimum estate value.

Our Services Include:

Estate Trustee (Executor)/Trustee Services:

• Acting as your Estate Trustee (Executor)
• Acting as your Trustee for your testamentary or intervivos trust
• Acting as a Neutral Estate Trustee or as an Estate Trustee During Litigation
• Substitute for your Estate Trustee (Executor) or Trustee
• Co- Estate Trustee (Executor) or co-Trustee
• Act as agent to your Estate Trustee (Executor) or Trustee (Assisting them through the process)

Attorney for Property:

• Acting as your Attorney for Property
• Substitute for your Attorney or Co-Attorney
• Agent for your Attorney (Assisting them through the process)

Estate Records / Compensation / Passing of Accounts

• Preparation of informal estate records in excel or formal estate records including Passing of Accounts for presentation to the courts
• Calculations of compensation available to Executors and Attorneys for Property

Fees (See our annual rates schedule)

• Hourly Rate – maxed out at the statutory levels