AGBL can provide as much or as little assistance as you require. In short, we will put together a personalized plan designed to administer the estate as efficiently and cost-effectively as possible.
We are equipped to handle and advise executors on all aspects of estate administration including preparation of court material (if required), real estate transfers, family law considerations, tax-related advice, and preparation of tax returns. We can also assist in preparing forms such as those related to life insurance, death benefits, and pensions as well as investments and other assets.