Financial Concierge

Professional executor and power of attorney services in Ontario and western Canada

Minimize family stress and friction through efficient, objective management of financial matters.

Options for executor are naming a trust company or an individual.
Most executors act in the role once and would never do it again.
It is the worst job you never applied for.
Being named as executor is not an honour - it is just honorous!
Expect 60 to 90 hours of work over 12 to 18 months.

January 2018

Professional executor, estate administrator (appointed by the courts when an individual dies intestate), agent to the executor (when executor overwhelmed by all the responsibilities and liabilities).
Organization of important personal and financial documents into a Family PlaybookTM.