About Compass Estate Management

Compass Estate Management was created to bring clarity, structure and compassion to individuals and families navigating all aspects of estate matters. 

Whether you’re preparing your affairs in advance by making a Will, or managing the estate of a deceased loved one, our mission is to deliver calm, practical support where and when it’s needed most. 

We provide practical education and hands‑on expertise so you can make informed decisions, reduce uncertainty, and move forward with confidence

 at every stage of the estate journey.

It’s more than being about paperwork. We understand that. It’s emotional, complex, and often overwhelming. 

Our Certified Executor Advisors (CEA) are here to help you prepare, navigate, and move forward — one step at a time. We have offices in Alberta and 

British Columbia, but can assist with estates in all provinces and territories.  

The role of Compass Estate Management in all of this is to simplify the process, reduce stress and ensure testators, executors and families feel supported every step of the way.

Membership

We are a member of the Canadian Institute of Certified Executor Advisors (CICEA) and our Certified Estate Advisors are graduates of that institute. 

Service Area

We specialize in Alberta and BC estate processes, but are also certified to manage estate process in all other provinces.

Our Mission

To assist families through Will preparation complexities, or estate settlement with professionalism, empathy, and clear direction — helping you move forward with confidence during life’s most challenging moments.

OUR VALUES

Compassion

We meet clients where they feel most comfortable, recognizing the emotional weight and complexity of planning ahead, or the many sensitive challenges of managing an estate after losing a loved one.

Integrity 

Trust is the foundation of both our planning and settlement work and we act with honesty, transparency, and professionalism, in every interaction. 

Reliability

We show up consistently, communicate proactively, and deliver on our commitments. Clients can depend on us at every stage of the estates lifecycle.

Stewardship

We safeguard all of our clients’ information with care and diligence when dealing with either a will or the administration and management of an estate. Whether it pertains to personal wishes, finances, assets or any other particulars, these things are kept confidential.  

Collaboration

We engage with lawyers, accountants, financial advisors, and families, on an as needs basis, to create a unified, efficient and supportive estate experience.

What We Provide

Experienced, Certified Executor Advisors

Calm, compassionate guidance

Clear, structured processes

Practical tools and checklists

Alberta/BC‑specific expertise

Professionals Referrals Network