Estate Agency
Concentra can be retained to act as an agent for you in the event you have been named an executor, estate administrator or estate trustee.
 
You should consider obtaining the services of a professional agent to act on your behalf when:
  • You do not have the expertise or experience in handling a complex estate or trust.
  • You are concerned that family conflict may arise from you performing these functions.
  • You are also named a beneficiary in the will.
  • You do not reside in the province in which the estate will be settled or trust will be administered.
 
Executor or Estate Administrator
 
As agent for the executor, Concentra will perform any or all of the duties of the executor, on behalf of that executor. This may include locating assets and liabilities; satisfying debts, expenses and claims; preparation and filing of required tax returns and distribution of assets to the correct beneficiaries. Duties are carried out under the instruction of the named executor and regular reporting provides detailed information to the executor.
 
 
Executor EASE
 
A program designed for executors who are willing and able to perform some of the executor’s duties but need assistance with complex or time consuming tasks.  Professional assistance from Concentra is available on a per hour basis, with specific services selected from a menu of options.  Call us for a complimentary 30 minute consultation to help assess your unique needs.
 
 
Trustee
 
When you’ve been named as trustee in a will, as your agent Concentra can provide professional, impartial and long-term services. Under your direction, this may include safe custody of assets, ongoing trust administration in compliance with both the trust and governing authorities, and payment to beneficiaries. Regular reporting provides you with detailed information on the assets held and transactions processed.