Estate and Trust Administration | Estate Accounting & Tax

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Whether acting as agent to the personal representative/executor or as a fully appointed Administrator of an estate, Just Estates ™  is able to offer the full-cycle of administration:

• Arranging for probate with estate lawyer
• Marshaling assets and arranging for valuation and realization
• Securing assets -insurance arrangements
• Assistance with family business and succession plans
• Fiduciary estate accounting for beneficiary reporting
• Compilation of formal estate accounts for passing of accounts in court
• Tax return preparation for deceased, estate, ongoing trusts, corporate
• Clearance certificate applications
• Enforcement of wishes - distribution of assets consistent with terms of the will or intestacy legislation
• Liaising with beneficiaries, estate lawyers, real estate agents, bankers, creditors, financial planners and valuators
• Administration and trustee services for ongoing personal trusts

"We engaged Karen to guide us through the tax requirements of an estate probate.

She impressed us immediately with her knowledge and experience. Working with her over several months we found her to be:

1. Expert in all areas
2. Professional, competent and thorough
3. Efficient and conscientious; always completing work in a timely manner
4. Reliable and trustworthy
5. Pleasant to work with

We were so happy with her work that we subsequently engaged her to deal with a complex matter for our family trust.

We would not hesitate to recommend Karen to our friends and family."

Jeff & Ann of Calgary