We can act as your estate trustee.
If a close friend or relative asks you to manage their estate, this can be a humbling experience. However, many people do not know what they are signing up for when they agree to be an estate trustee for someone else. When you are an estate trustee, you must take on many duties, such as managing the financial debts and assets of the deceased’s estate.
If you are unsure of how to proceed as an estate trustee, or if your finances are at risk because you have more debts than assets, turn to us at Morgan & Partners Inc. We can offer you sound financial advice and guidance in the Peterborough, Ontario area. In some cases, bankruptcy may be a viable solution to ensure the estate’s debts are paid while protecting your personal finances.
We have decades of experience acting as an estate trustee and providing guidance to those who are working as estate trustees. Our team is made of accredited estate administrators and counsellors who are registered with both CAIRP and Industry Canada. When you work with us, we will sit down with you and your legal counsel to determine how to best move forward with the estate. Our aim is to ensure that all aspects of estate financial planning are in a position for success.
We would be happy to provide support and guidance when you take on the role of estate trustee. Contact us today to learn more and to set up an appointment.
At Morgan & Partners Inc., we help estate trustees learn their rights and options in Barrie, Brampton, Guelph, Innisfil, Newmarket, Orillia, Milton, Gravenhurst, Toronto, Peterborough, Oshawa, Penetanguishene, Wasaga Beach, and Muskoka, Ontario.