Dignitas takes the stress out of managing wills and estates for the clients of Ontario lawyers. We will prepare everything for you. All you have to do is review and obtain your client’s signature.
Probate Applications
- All court forms for testate or intestate Estates
- Letters to serve the beneficiaries using your letter head
- Accounting statements from date of death to interim distribution with reserves for taxes (until receipt of tax clearance certificate from CRA), Executor(s) Fees, Legal Fees & assistance with the Estates (i.e. preparation of the accounting and Releases)
- Releases (using your precedents)
- Preparation of the Estate Information Return after receipt of the Certificate
Initial Estate Administration
- Preparation of letters of directions allowing me to contact the financial institutions
- Letters to financial institution
- Letters of cancellations of all the deceased personal cards (health, S.I.N., Driver’s license, passport, etc.)
- If property, contacting insurance company for vacancy permit if property is vacant
- Preparation of CPP Death Benefit form
Wills Drafting
- Drafting Wills using your Wills’ Precedents
Dignitas Estates 