ESTATE ADMINISTRATION - Summit Legal Group

We believe in empowering our clients to make informed decisions that align with their unique needs and circumstances. By taking the time to gain a deep understanding of our clients’ needs, we guide them through the process with the goal of preserving their wealth and promoting family harmony. Our commitment to being with our clients every step of the way ensures that they can approach their legal matters with confidence.

Navigating the probate process can often feel overwhelming, especially during a time of grief. At Summit Legal Group, we’re here to provide guidance, clarity, and peace of mind.

Probate is the legal process that recognizes an Executor’s authority to administer an estate under a valid Will, granted through the Surrogate Court. When there’s no Will, the process involves applying for a Grant of Administration, determining who’s legally entitled to manage the estate.

Whether it’s a Grant of Probate or Administration, our role is to simplify these legal processes, ensuring the deceased’s assets are distributed as per their wishes, or in line with the law.

Assuming the responsibility of estate administration can be daunting with numerous legal considerations. Our seasoned team of probate lawyers will help streamline the process, guiding you meticulously through the complexities of estate administration.

Our estate services include:

ESTATE ASSESSMENT We evaluate the estate and assets to determine the necessity of Probate and Administration.

WILL EXAMINATION We review the Will to identify the appointed Executor and beneficiaries.

IDENTIFYING LEGAL REPRESENTATIVES For intestate cases (where there is no Will), we aid in identifying the individual legally entitled to apply for personal representation.

APPLICATION FOR PROBATE OR ADMINISTRATION We manage the application process for a Grant of Probate or Administration.

ESTATE ADMINISTRATION ADVISORY We offer sound advice to executors, personal representatives, and beneficiaries during the estate administration process.

RESEALING A GRANT OF PROBATE OR ADMINSTRATION We handle to process of resealing a grant for probate and administration.

With Summit Legal Group by your side, you can confidently navigate the probate and estate administration process, ensuring your loved one’s assets are handled with the utmost respect and diligence.

Executors are individuals who hold significant moral and legal responsibility for the successful settlement of a testator’s estate and are often considered the most trusted and influential people in the testator’s life.

Being an executor, or personal representative, of an estate is a difficult and emotionally taxing task that requires extensive time, knowledge, and expertise. We possess in-depth knowledge of all aspects of estate administration. This uniquely equips us to guide executors through potential issues and steer them towards the right professionals and solutions required to fulfill their responsibilities.

Our Certified Executor Advisor (CEA), Craig Gorham, possesses a specialized knowledge required to aid executors through the estate administration process. He provides guidance and support to personal representatives to help them fulfill their estate administration duties effectively and efficiently.

Craig is an active member of the Canadian Institute of Certified Executor Advisors.