Complete Estate Services:
Planning, Probate & Property Sales

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Estate Liquidation
and Pre-Sale Property Services

We provide comprehensive estate liquidation and property preparation services to help families and executors manage every detail with ease. From handling personal belongings to preparing homes for sale, our goal is to maximize value and simplify the process during challenging times. Our services include:
  • Full Cleanout & Estate Sale Setup
    • Junk Removal – Clearing unwanted items.
    • Donation Coordination – Arranging donations to charities.
    • Auction Organization – Selling valuable items at auction.
    • Deep Cleaning & Mold Remediation – Full cleaning including mold removal.
    • Pre-Sale Cleaning – Cleaning after repairs/renovations to prepare for showings.
  • Repairs & Renovations
    • Minor Repairs – Small fixes and touch-ups.
    • Medium Repairs – Cosmetic improvements like painting and flooring.
    • Major Renovations – Full-scale upgrades to maximize property value.
    • Plumbing & Electrical – Repairs and upgrades to plumbing and electrical systems.
    • Roof Repairs – Fixing or replacing roofing.
    • Window & Door Replacements – Improving energy efficiency and appearance.
    • Exterior Improvements – Siding, gutters, landscaping.
  • Home Staging
    • Basic Staging – Minimal décor and furniture placement.
    • Premium Staging – Full professional interior styling.

Home Sale
and Real Estate Solutions

Selling a home after probate or during estate settlement requires both sensitivity and expertise. Our team provides full-service support to help families and executors navigate the process with confidence. From preparing the home for the market to managing offers and closing, we handle every step to ensure a smooth and efficient transaction. Our services include:
  • MLS Listing & Marketing

    Professional listing and promotional campaigns.

  • Showing & Offer Handling

    Organizing viewings and negotiating offers.

  • Title & Escrow Coordination

    Managing title transfers and escrow accounts.

  • Closing Support

    Guiding clients through final transaction steps.

  • Rental & Property Management (Optional)

    Managing rental if the property is not sold immediately.

Financial and Tax Services
for Estate Settlement

Settling an estate involves many financial responsibilities. Our estate financial and tax services ensure everything is handled with accuracy, compliance, and transparency. We assist executors in preparing mandatory reports, filing tax returns, and completing final court-approved accounting. Our services include:
  • Asset valuation for probate and tax purposes

    Determining fair market value of estate assets.

  • Estate inventory preparation

    Compiling a full list of assets with supporting documents.

  • Final personal tax return filing (T1)

    Filing the last tax return for the deceased.

  • Estate income tax return filing (T3)

    Filing taxes for the estate during administration.

  • Payment of debts and taxes

    Settling all outstanding financial obligations.

  • Distribution of funds to beneficiaries with records

    Transferring funds with full documentation.

  • Final accounting preparation for court

    Preparing the closing financial report for legal approval.

Retirement and Senior
Financial Planning Services

A strong financial plan provides peace of mind during retirement years. Our senior planning services help you protect your savings, optimize benefits, and create a reliable income strategy. With personalized advice, we ensure your financial future remains secure and stress-free. Our services include:
  • Retirement income planning and budgeting

    Creating a sustainable income plan for retirement years.

  • Pension and government benefit optimization

    Maximizing available benefits and allowances.

  • Tax planning for seniors

    Strategies to reduce taxes in retirement.

  • Investment review and risk adjustment

    Evaluating and adjusting investments to match life stage and goals.

  • Estate tax minimization strategies

    Planning to reduce future estate taxes.

Speak to an expert
about your property sale options

Contact us

Preparing to Sell in the Future?
Here’s How to Get Started

Step 1
Gather Key Information

Start by collecting essential details: full legal name of the deceased, date of death, copy of the will (if available), and a list of immediate family and potential heirs. Not sure where to begin? Our team can help locate documents or connect you with a probate lawyer.

Step 2
Secure the Property

Ensure all homes are locked, insured, and monitored. Collect mail, check utilities, and notify insurers of the passing. Our field coordinators can assist with site visits and ongoing property maintenance.

Step 3
Create an Asset Inventory

Document real estate (titles, deeds), bank and investment accounts, vehicles, collectibles, jewelry, and business interests. Keep related documents organized and secure. We can help you review and consolidate them.

Step 4
Document Debts and Obligations

List mortgages, lines of credit, property taxes, medical bills, credit cards, subscriptions, and auto-payments. Proper tracking avoids missed payments and reassures heirs that all obligations are managed.

Step 5
Clarify Ownership and Beneficiaries

Identify life insurance policies, retirement accounts (RRSPs, 401Ks), joint ownerships, and designated beneficiaries. Our team can connect you with legal or financial experts for guidance.

Step 6
Prepare and Manage Real Estate for Sale

Protect the property while preparing it for sale. Consider light repairs, cleaning, or staging to maximize value. We manage repairs, staging, listings, and showings from start to finish, and can suggest fast-sale options if needed.