An up to date Wealth and Legacy Plan® and will should result in an estate being wound up quickly and efficiently, provided however that the executor has experience and is familiar with all the laws and requirements set by the regulators.  Wealth and Legacy™ Group’s staff has many years of experience in estate administration and participates on various levels in the industry, which ensures that we are up to date with processes and requirements in order to wound up estates quickly. 

Wealth and Legacy™ Group also understands that it is a very emotional time for the loved ones and endeavours to make the administration process as convenient for the beneficiaries as possible. We also provide financial and tax advice to ensure that beneficiaries can make informed decisions during this difficult time.    If a loved one passed away without a Will or had a Will and appointed someone without the necessary knowledge to administer the estate, Wealth and Legacy™ Group will also be able to provide assistance and support.