Estate Administration

AMITY TRUST has been walking clients through life’s major milestones for over a century. Choosing Amity as your estate executor ensures some valuable benefits for your family and estate:
Amity Trust Executor Services

Let Amity help you find your pathway to peace.

Help For Executors

The executor role can be intimidating for many people.

You may face tasks such as:

  • interpreting the Will
  • contacting multiple institutions
  • changing accounts
  • minimizing and completing personal and estate taxes
  • assessing assets
  • managing investments

…and so on. Many executors appoint us as agent to streamline their tasks. Our expertise often provides estates with savings and time efficiencies which serve to lighten the load. As executor you can choose to have us do all the work, some parts of the work, or just provide some advice.

We consider it a privilege and an honour to help families through estate tasks. Grief often makes the work heavy and there can be so much to learn and pay attention to. Allow us to walk alongside you. You can be at peace knowing that your loved one’s estate is in good hands.

Call the office nearest you for an appointment.

Administration Fees

Most estates pay fees based on the value of the assets. Estate size is based on individually owned assets. This calculation excludes most joint bank funds, joint titles, insurance funds and registered products where the estate is not a beneficiary.

First $1,000,000

3%

Next $2,000,000

1%

Next $7,000,000

0.5%

Amount over $10,000,000

0.25%

With smaller estates, we may charge our hourly rate instead of these percentage charges.


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