KEEPING FAMILY & LEGACY TOGETHER

The Death of a Loved One is Never Easy...

When those with a direct interest in an estate are chosen as fiduciaries, the outcome for both the beneficiaries and the person honouring the appointment is often less than satisfactory. The undertaking as a personal representative can be even more difficult due to the complex, time-consuming and stressful nature of the executor role. The high standards and expectations of an estate's beneficiaries often come as an unwelcome surprise, which can lead to unpleasant family conflict, costly mistakes, and potential litigation.

Top 3 Complaints of Executors

Time consuming
Stress and unpleasant family conflict
Difficulty of role

Top 3 Complaints of Beneficiaries

Distribution delays
Poor accounting and communication
Perceived mismanagement and lack of standard of care

What is an Agent for Executor?

Advantages of Just Estates™ as Your Agent

An agent to the named executor is an advisor who the named representative can retain to carry out duties on their behalf.

This may be desirable where the named executor still wishes to be the ultimate trustee of the estate and continue to have the overriding authority to administer an estate; but:

lacks availability to do the legwork of an administration
has an absence of the technical expertise in specific areas of the settling of an estate
wishes to have an independent, even-handed fiduciary bring resolution to a complex administration

Advantages of Just Estates™ as Your Agent

Tailored to meet the estate's, beneficiaries' and executor's needs
Professional expertise to deal with all complexity levels of an estate administration
Assurance the administration will be carried out by an impartial, independent professional
Timely and clear communication and reporting to stakeholders
Flexible arrangements payable by the estate

ESTATE & TRUST ADMINISTRATION - find out more