ESTATE SETTLEMENT SERVICE

Our subsidiary - National Bank Trust - can act as liquidator or co-liquidator designated by the testator (the person making the will) or by the beneficiaries. National Bank Trust can also be appointed mandatary or given power of attorney on behalf of the liquidators. Whatever role you want us to play, you can be sure that the tasks we're assigned will be carried out to your complete satisfaction.

ADVISORY MANDATE

The settlement of an estate is a complex task, one that requires expertise in a variety of areas. If you wish, we can take charge of the entire process, from the day of the testator's death until all assets have been officially distributed to the beneficiaries. These services include the following:

• searching for and probating the will, as-necessary
• analyzing the provisions of the estate
• inventory and appraisal of estate assets
• claiming insurance benefits, bank accounts and other benefits or allowances
• provisionally managing the assets
• paying off all debts, including income tax
• publishing the prescribed legal notices
• liquidating matrimonial rights
• tax planning after death
• filing income tax returns
• obtaining governmental authorizations
• dividing up the assets and distributing them to the beneficiaries.

Advantages

When you entrust an estate settlement to us, you can be sure that you're getting:

• valuable assistance, while freeing yourself from the obligations and increased responsibilities imposed under Quebec's Civil Code
• solutions optimized for the beneficiaries
• advice from seasoned professionals and multidisciplinary teams
• quicker turnaround on the settlement process
• reliable and financially-responsible administration
• impartiality and consistent service from a recognized institution.

ADMINISTRATIVE MANDATE

If you are the liquidator of an estate we can provide you with administrative support. The administrative mandate is an innovative service that allows you to delegate some of your duties to a support of team of seasoned experts on an as-needed basis. 

LIGHTEN YOUR LOAD

Did you know that the settlement of an estate - even an estate that isn't particularly complex - can take over a year? By choosing our customized service, you obtain needed assistance throughout the process. When you assign us tasks, you remain firmly in control of the situation. You can offload many administrative duties, such as:

• testamentary search at the Chambre des notaires and Barreau du Québec
• probate of will
• declaration of real estate transmission
• life insurance claim
• release and remittance of assets
• publication of the notice of closure of inventory
• request to the Régie des rentes du Québec
• search of RDPRM
• obtaining a death certificate
• publication of designation of liquidator
• and many more services.

AVOID SURPRISES

The fee we charge for each task is reasonable and clearly specified in advance. You know from the outset how much the service will cost, giving you the peace of mind you need to carry out your role as liquidator.