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It’s perfectly natural to feel a bit uneasy when the time comes to discuss your estate. A host of sensitive subjects must be broached and many details worked out to have peace of mind, knowing that your family will be in good hands. Fortunately, you can count on our teams of experts to help you with each step of this important process for you and your loved ones.

Let’s plan your estate together

When you entrust us with an estate assistance mandate, we establish the objectives and terms of the agreement on the services that will be offered following a death. You can then rest assured that the liquidator will be well supported. Simplify your life and that of your loved ones!

Here are the services that we can offer you:

  • the expertise of our internal and external professionals: notaries, tax specialists, accountants, appraisers, property managers or real estate agents, and others
  • execution and personalized assistance with all the tasks required to settle the estate: from will searches to the preparation of income tax returns.
We are there for you and your loved ones

Liquidating an estate can be a complex undertaking.  Thanks to our integrated assistance plan, you’ll have the assurance that no detail will be overlooked. Our multidisciplinary team comprises professionals who will understand and support the liquidator. We also offer a unique compensation method, at a competitive price, based on an hourly rate.

Whatever the situation, the Financial can respond to you and your loved ones’ needs. Whether you are appointed liquidator of an estate or you wish to offer assistance to the liquidator you have designated in your will, don’t hesitate to use our services.

Have questions, need information or want an analysis of your situation? Place your trust in one of our advisors.

 

For an analysis of your situation,
get in touch with one of our advisors