As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

The executor and trustee of a Will are required to perform a number of duties. At CapitalQ we are experienced in estate planning and can ensure the distribution of your assets is per your wishes.

The areas in estate administration that we can assist with include:

• Meeting to discuss objectives for your estate
• Confirming assets — valuations, inventories, and appraisals
• Documentation involved in estate planning
• Protecting your assets
• Paying taxes and debts
• Estate distribution

More about Private Investor & Individual Services