Being named an Executor is an honour, but also a responsibility. To be the Executor of an estate, you are not expected to be an expert in law, real estate, taxes or investment management. Yet, the duties of an Executor require knowledge in these and other areas. And, substantial time is involved with paperwork, administration, dealing with probate and distribution of the estate.

For many Executors, the extensive administration and financial responsibilities can seem overwhelming. You are charged with carrying out the deceased's wishes as expressed in the Will, in keeping with provincial laws, as well as controlling all aspects of the estate's administration. This extends from identifying, protecting, and valuing the assets, to distributing those assets to the beneficiaries, and settling all tax issues. You may have to deal with lawyers, The Canada Customs and Revenue Agency, property appraisers, pension departments, government departments of other provinces, and more.

Very often, your duties will be complex and time-consuming and, in the end, you are legally accountable to the beneficiaries. However, you don't have to do it alone. TD Private Client Group Estates and Trusts Specialists can provide you with all the help you need.

We can help with every step

TD Private Client Group Estates and Trusts Specialists have been helping families settle their estates, administer their trusts and preserve and enhance their wealth for generations. The knowledge and understanding we have gained can help insulate you from the complexity of administering an estate without isolating you from all the important decisions.

When you use our Executor Assistance service, you retain complete control of all decisions affecting the estate. We take care of as much of the estate's administration as you specify.

Whether you choose to have TD Private Client Group assist you throughout the estate settlement, or retain us for specific areas of expertise, we will work closely with you and the estate's beneficiaries, to keep you fully informed as well as provide the service you need.

With our Executor Assistance service, you can expect to:

• reduce the likelihood of errors and the risk of personal liability
• obtain a quicker settlement of the estate, in many cases
• benefit from our access to in-house specialists in tax, estate law, investments, and other key areas
• save time and potentially save money

And most importantly, we can bring together all the resources of TD Private Client Group Estates and Trusts to help you administer the deceased's estate. Our Executor fees are determined according to the same guidelines that apply to all Executors. These have been established by the courts in most provinces and depend on the estate's complexity and the amount of time required. All fees are payable by the estate and are partially tax deductible.

At TD Private Client Group Estates and Trusts you will find us accessible, understanding, and attentive - important characteristics as we help you fulfill your responsibilities as an Executor. Look to us for:

• the convenience of having a dedicated Estates and Trusts Specialist to coordinate all services
• the efficiency of having access to a team of specialists for all your estate, trust, tax, and investment matters
• the peace of mind of knowing that you will receive sound advice and professional administration

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