Estate Assist supports Canadian executors with the paperwork that follows a loss: organizing the estate, probate, the banks and the CRA. One clear fee, agreed before we begin. You make the decisions. We do the work.
Flat fee promise
Quoted once. Never hourly.
What we handle
You remain the executor: you make the decisions and keep your legal authority. We coordinate and carry out the administrative work. The paperwork, the follow-ups, the next steps.
We organize your file, inventory the estate's assets and liabilities, and create your Estate Settlement Roadmap, so you always know the next step.
Probate administrative support within our permitted scope, plus every routine notification and piece of correspondence with banks, insurers and pensions, tracked to completion.
We coordinate one standard final T1 return and one standard estate T3 return, and manage the CRA clearance certificate process on your behalf.
Accounting and distribution support through to the end, plus an organized Estate Completion Package you can hand to any beneficiary or professional with confidence.
Where specialized help is required, we coordinate with your chosen lawyer, tax preparer and other professionals. Our vetted marketplace of trusted providers, from movers and appraisers to estate insurance and executor protection, is coming soon.
Beyond the paperwork
Settling an estate often means more than forms: a house to clear, valuables to appraise, property to insure, and your own position to protect. Soon, when you need other professional services, we'll connect you with providers we've vetted.
Coming soon
Movers & cleanout · Appraisals ·
Estate insurance · Executor protection
A marketplace of vetted professional services, launching after our first estates are underway.
How we begin
Four calm, orderly steps. You always know what happens next, what it costs and when it will be done.
01
Book a complimentary 30-minute virtual consultation. No obligation. You don't need to become a client to ask us a question.
02
We discuss your needs, the service scope and the fee, all agreed in writing before engagement so there are no surprises.
03
We organize your file and create your Estate Settlement Roadmap, then coordinate the probate, notifications and CRA work on your behalf.
04
Accounting, distribution support and your organized Estate Completion Package. The estate is closed properly, and with confidence.
The flat-fee difference
Professionals engaged separately typically cost 3% to 5% of the estate's value once legal, accounting and court work are tallied. We quote one clear fee for the complete settlement, agreed in writing before we begin.
$750,000
Traditional route (about 3.5%)
$26,250
Hourly bills, open-ended timeline
Estate Assist, with a Will
$4,995
Plus applicable taxes. Agreed before we begin.
Estimated savings of $21,255, money that stays with the beneficiaries.
Know the cost
Clear fees, agreed in writing before engagement. No hourly billing, ever. Choose the level of help that fits your family.
The complete estate settlement service includes
The complete estate settlement service when a valid Will is in place.
The same complete service for intestate estates, including administration support.
Norm Eady, CEA, is personally appointed as your executor and handles the estate's affairs from first filing to final distribution.
Complete settlement fee schedule
$995
at engagement
$2,000
at the probate / administration milestone
$2,000
at the tax and closing phase
Government charges, estate expenses, outside professional fees and authorized services beyond the standard scope are separate. Fees are subject to estate review and the engagement agreement.
Estate Assist Settlement Services Inc. does not provide legal, accounting, tax or investment advice. Estate Assist Settlement Services Inc. is not a law firm, nor a trust corporation. In Canada, executor, personal representative, trustee and power of attorney services are offered and delivered by Norman Eady, as an individual, and not by this Corporation.
Professional Executor
Instead of asking a family member to carry hundreds of hours of paperwork while grieving, you can appoint a professional: Norm Eady, CEA, as the executor of your estate. A neutral, impartial third party handles every affair, and your loved ones receive the inheritance, not the workload.
01
A complimentary consultation to confirm the fit for your family and your estate. You leave with the exact appointment wording to give the lawyer who drafts your Will.
02
Your lawyer adds the appointment clause naming Norman Eady as your executor, backed by the full Estate Assist process. We recommend naming an alternate as well, so your estate is covered no matter what.
03
When the time comes, we step in: probate, the CRA, the banks, accounting and distribution. Your family is kept informed at every milestone, and carries none of the workload.
Your Will is prepared by your own lawyer. In Ontario, a professional executor appointment names the individual, so the appointment names Norman Eady personally, with Estate Assist supporting every step. Estate Assist does not provide legal advice.
Norm Eady, CEA
Certified Executor Advisor
A personal point of contact
When someone dies, estate paperwork can feel overwhelming, especially while you are grieving. Estate Assist helps executors organize the work, follow up with institutions and move through the settlement process with a clear plan.
Help can be especially useful when you
Norm Eady is a Certified Executor Advisor with the Canadian Institute of Certified Executor Advisors. Start with a conversation. You do not need to become a client to ask a question.
Kind words
"After my mother passed, I was staring at a mountain of forms I didn't understand. Estate Assist took the whole thing: probate, the CRA, three banks. I just signed where they told me to sign."
Margaret H.
Executor, Toronto, ON
"The lawyer we first called wanted a percentage of the estate plus hourly billing. Estate Assist quoted one number on day one, and that's exactly what we paid. The clearance certificate came through without me lifting a finger."
David R.
Executor, Victoria, BC
"We were co-executors living in different provinces, convinced this would take years of our lives. It took months, and most of that was simply waiting on the court. The accounting they prepared made our family's questions easy to answer."
Susan & Paul T.
Co-executors, Calgary, AB
Eleven practical steps to get your own affairs in order, from inventorying assets and naming beneficiaries to storing documents safely. Includes a bonus section on how to choose an executor. Yours free, straight to your inbox.
No spam. Just the checklist and a way to reach us if you need to.
Good questions
Talk to us
A short message is all it takes. An estate specialist, not a call centre, will reply within one business day.
Executor line
1-800-555-0142Serving
Dryden, NW Ontario and executors across Canada by Video
Hours
Monday to Friday, 9am to 6pm ET