Probate Support
Facilitate information gathering for a Grant of Probate.
After the Passing
Agent to Executor
We act as a practical partner to the executor, helping facilitate estate settlement with careful administration, accurate filings, and coordinated professional support.
Settlement support
Detailed help through complex executor duties.
The settlement process can be long and complex. Quadrant supports the executor with work that benefits from tax, valuation, accounting, and professional coordination.
Banks & Investments
Deal with institutions where accounts or investments were held.
Tax Returns & Filings
File income tax returns and help ensure taxes are paid.
CRA Clearance
Obtain clearance certificates before final distributions.
Business Valuations
Coordinate valuations and share-transfer related support.
Professional Referrals
Coordinate lawyers, accountants, realtors, appraisers, and advisors.
Asset Transfers
Coordinate assets outside the estate, including joint assets and benefits.
Beneficiary Accounting
Account for receipts and disbursements for beneficiaries.
Trust Tax Returns
Prepare tax returns for testamentary trusts as required.
U.S. Estate Matters
Assist with U.S. estate matters through U.S. tax professionals.
A better executor experience
Support that reduces stress and keeps work moving.
Large institutions can charge compensation based on a percentage of the gross asset value of the estate plus disbursements. Quadrant's approach is based on the actual time involved, with experienced professionals who are already familiar with tax, accounting, business valuation, and coordinated administration.
The executor is not left alone with the details.
Quadrant provides practical organization, communication, and technical support through each stage of settlement.
Quadrant provides practical organization, communication, and technical support through each stage of settlement.
Complimentary assessment