Estate Administration

Personal Representative

Financial Concierge™ activities may include:

  • Assisting the Personal Representative (or Acting as the Personal Representative) in administering the Estate subject to the Estate Administration Act June 1, 2015.
  • Act honestly and in good faith
  • Act in accordance with the testator’s intention and with the will, if a will exists
  • Use care, diligence, and skill that a prudent person would use
  • First and foremost, implement Final Wishes regarding cremation, burial, services, etc.
  • Identify the assets and liabilities of the estate
  • Apply for Probate if indicated
  • Manage and administer the estate
  • Pay the debts and obligations of the estate
  • Distribute the estate and accounting to the beneficiaries
  • Provide regular updates to the beneficiaries
  • Keep detailed records of the handling of the estate

Need help reviewing your own or your elderly family members personal and financial documents? 

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