As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
The executor and trustee of a will is required to perform a number of duties. At David Philpott & Associates we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.
The areas of estate administration we can assist with include:
- Meeting to discuss objectives for your estate
- Confirming assets — Valuations, inventories, and appraisals
- Court approval for a grant of administration
- Documentation involved in estate planning
- Protecting the assets
- Paying taxes and debts
- Estate distribution
- Administration Act