Complimentary Assessment
A no-obligation discussion to understand the estate, family situation, and current record status.
Clear process. Transparent fees.
From planning to final clearance.
A simple public-facing process page that explains what happens, when Quadrant is involved, and how fees are handled before a family starts a conversation.
How everything works
A timeline families can understand.
Each estate is unique, but this structure turns the estate-service timeline into a clear website experience.
Planning PhaseTax planning meeting, contact list, asset inventory, debts, documents, will review, and full financial picture.
Within 10 DaysDeal with banks and financial institutions where accounts or investments were held.
1-3 MonthsInstruct solicitor, valuations if needed, tax reorganizations, and probate support.
3-6 MonthsCoordinate asset transfers outside the estate, tax returns, remitted tax, and U.S. tax matters.
6-9 MonthsObtain CRA tax clearance certificate and account for receipts and disbursements.
9-14 MonthsAdminister the remaining estate and continue supporting the executor as agent.
Every estate is unique.
Timelines may vary based on complexity, assets, jurisdictions, and professional requirements.
Discuss Your Situation
Timelines may vary based on complexity, assets, jurisdictions, and professional requirements.
What this means for families
Transparent structure before work begins.
The goal is not to overwhelm visitors with technical estate language. The site gives them a clear process, clear fee expectations, and a low-friction way to speak with Quadrant.
Custom Scope
Each estate is unique, so the agency agreement can be tailored to the objectives and complexity involved.
Actual-Time Billing
Agency services are based on hourly work performed rather than a percentage of gross estate assets.
Clear Communication
Families and executors understand the next step, the responsible parties, and what information is needed.
Complimentary assessment