Please reach us at steve@compassestatemgmt.ca if you cannot find an answer to your question.
We guide and assist people of all ages in two aspects of estates. One is preparing all the information needed in getting a Will done. The other is helping Executors through all the complexities of settling an Estate. We have trained Certified Executor Advisors who provide clear, structured support tailored to these two areas.
No we are not. We do not provide legal advice or prepare Wills. We complement legal services by offering practical, real‑world guidance and support to Executors to assist them in navigating the complexities of estates. Our other service is in helping clients determine what they need to know and understand when preparing to make a Will.
No we don’t. Our Role is to support and guide Executors by providing expertise in managing estates, and by helping them understand their responsibilities, stay organized, and make informed decisions.
Yes. Our Will Preparation Support helps individuals understand the benefit and necessity of a Will. We assist to organize documents, clarify wishes, and prepare to have a Will made. We also help determine the best choice for an executor and ensure that person is informed.
Yes, Absolutely. We collaborate with lawyers and accountants and many more professionals to ensure families receive complete, coordinated support from the professionals they require.
Yes & No. We specialize in the estate processes, requirements, and timelines unique to Alberta and British Columbia. However, we are also able to provide our services in every province and and territory across Canada.
Simply contact us. We offer a free 30 minute consultation to discuss your situation, outline next steps, and help you determine the level of support that fits your needs.
Estate settlement has a typical range, but no fixed deadline. Most Canadian estates take 6 – 18 months to resolve, depending on the complexity of the estate. Some very complex estates can take 2 or more years. This is widely recognized across all provinces and territories.
Every estate is different. An uncomplicated estate usually takes 800 – 1200 hours of an Executor’s time to complete. In real time this is equivalent to someone working an additional half time job for one year. A complex estate will take many more hours.