Our team is made up of accredited estate administrators and counsellors.
If you are asked by a friend or relative to manage their estate, it can be humbling. Unfortunately, many of us don’t know what exactly we are signing up for when we agree to being an estate trustee. As the estate trustee, you will have many duties assigned to you, including managing the financial debts and assets of the deceased’s estate.
If you’ve found yourself in a situation in which you aren’t sure how to proceed as estate trustee, or if your personal finances are at risk due to an imbalance of assets and debts, you can reach out to us at Morgan & Partners Inc. for sound financial advice. In these cases, bankruptcy may be the best solution to ensure that the estate’s debts are paid while your personal finances are protected.
We have more than 25 years of experience providing financial counsel to estate trustees in a variety of situations in the Muskoka, Ontario area. Furthermore, our team is made up of accredited estate administrators and counselors registered with Industry Canada and CAIRP. We will sit down with you, the estate trustee, and your legal counsel to determine the best course of action for the estate. Our goal is always to ensure that all aspects of estate financial planning are set up for success.
If you have questions about your role as estate trustee or would like to speak with a licensed financial counselor, reach out to us today to schedule an appointment. We are prepared to assist you.
At Morgan & Partners Inc., we can help you learn your rights and options as an estate trustee in Barrie, Brampton, Guelph, Innisfil, Newmarket, Orillia, Milton, Gravenhurst, Toronto, and Muskoka, Ontario.