Estate settlement coordination · Quebec
When someone dies, everything lands at once: the notary, the banks, the taxes, the house, the heirs. We structure the file, coordinate every professional involved and keep you informed at each step.
Where to start
What we handle
What we handle
What we handle
What we handle
What really matters
A well-prepared or well-coordinated estate means fewer formalities, less tension and more time together.
Our mandate
You deal with one person. Behind them, we bring in the right professionals at the right time and make sure nothing falls through the cracks.
The heart of the mandate: one dedicated file manager, a written timeline and regular follow-up.
With our partner notaries: will verification, declaration of transmission, legal notices.
We spot the issues early and coordinate with a qualified accountant or tax specialist.
Valuation, preparation and sale of the property, in step with the notary.
To prepare your own: will, protection mandate and asset organisation.
The process
Every estate follows the same broad path. Click a phase to see what we do and what you receive.
Opening · Weeks 1 to 4
A written settlement plan, the list of parties involved and a timeline.
Inventory · Months 1 to 4
A documented inventory of assets and liabilities, shared with the heirs.
Taxes and liquidation · Depends on the file
A statement of payments and sales, with every supporting document.
Distribution and closing · Final step
A complete final account and a closed file, with no grey areas.
Free tools
Enter the date of death to see the two key deadlines.
Indicative dates based on general rules. Different rules can apply (for example, business income). Confirm with a professional.
Tick them off as you go. Your progress stays on this device.
Our approach
We bring together professionals from the notarial and real-estate fields. Our belief: a grieving family deserves a process that is clear, documented and free of bad surprises.
A single person knows your file from start to finish.
Every decision is written, dated and backed by its documents.
Notaries, tax specialists and brokers we work with every week.
Your information is used only to settle the estate.
Six clear pages: the first 30 days, the nine steps, the documents to gather, the deadlines and the mistakes to avoid.
Frequently asked
Can't find your question? Ask our assistant at the bottom right.
No. We coordinate the file and work with partner notaries, who prepare the deeds. If you already have a notary, you keep them.
The first consultation is free. You then receive a written estimate based on the scope of the mandate. Notarial fees and brokerage fees follow the standards of their professional orders.
A simple estate often takes several months to a year. A property to sell, disputed debts or disagreement between heirs can extend that. We set milestones from the start.
Yes, their legal responsibility can't be transferred. We make sure each decision is compliant, documented and justifiable, which lowers their personal risk.
We coordinate without arbitrating: we document the points of disagreement, inform everyone of their rights and, where needed, recommend a mediator in estate law.
Yes. We review what has been done, identify the gaps and continue from whatever is already valid.
Yes. We serve clients across Quebec, by phone, video or in person, in English and French.
Yes. It's used only to settle the estate and shared only with the professionals working on your file.
No question matches. Try another word or write to us.
Book 30 minutes with us. You'll leave with a clear roadmap, whether or not you hire us.
Pick a time slot