You’re not just buying or selling a home — you’re making a move that shapes your future.
Specializing in Estate Sales & Downsizing
Simplifying the real estate and estate settlement process for executors and their families in the Greater Toronto Area.
Book a No Obligation Phone CallReal Estate Downsizing & Estate Settlement for Executors
Taking on the role of Executor of an estate (Estate Trustee) comes with significant responsibilities. You'll need to manage fiduciary duties, communicate with stakeholders, and collaborate with more than ten professionals from various fields to settle the estate's physical assets, including appraisers, auctioneers, lawyers, real estate agents, and property managers. It's a considerable undertaking, regardless of your level of experience. Fortunately, we specialize in providing estate settlement solutions for executors and their support teams, including estate lawyers and trust officers.
We handle all aspects related to the physical assets in your tailored estate settlement process. Best of all, using our services won't impact your executor fee; our extensive project management support is included in the same fee you would pay to sell the property (the real estate commission). We are with you from the moment you are informed of your role, through assessing the estate situation, to planning and executing the settlement of personal property, and preparing, listing, and closing on the sale of real estate assets. Our goal is to make the entire process simple, safe, and seamless for you, as well as for the stakeholders and beneficiaries you are responsible for.
We guarantee that our team of experienced professionals and our integrated real estate process will offer you peace of mind.
Real Estate Sales
Our experts deliver great results in a predictable timeline via our calm and thorough process that keeps you in control.
Appraisals
We provide free, certified, probate appraisals including real estate appraisals and contents appraisals for estate trustees.
Transition Services
Our experts execute the plan approved by the estate trustee including, but not limited to: ship, sale, donate, etc.
Project Management
We plan and manage the execution of all real and personal property activities across everyone involved.
Interim Funding
It's included throughout the project on both our services and managed third party services. We get paid when you do.
Financial Highlights of the Real Estate & Estate Settlement for Executors
Market rate real estate commission includes: the sale of real estate, certified real estate, and general contents appraisals for probate, unlimited project management, and interim funding of all project expenses
Hourly fees for the Transition Services (as required by you)
Managed third party services at cost (approved by you)
Financial recovery on the sale of excess items (typically through MaxSold Inc.)
1. Needs & Contract Discussion
First, you'll meet with our leadership team who will listen to you and help you to determine your goals and a plan of action. If you agree, you will sign a contract at this stage.
2. Appraisals for Probate
We will prepare certified real estate and general contents appraisals so the probate applications can be completed and your official status as executor of the estate is recognized by the Ontario court so that you may begin settling the estate on behalf of the deceased.
3. Project Discussion and Planning
Our team lead will meet with you to listen and review your goals as they relate to the Will and estate settlement. They will then outline a plan that will deliver on your goals and get your feedback before taking action.
4. Project Execution
Your Team Lead & Transition Specialists will oversee all elements of the process so that you can focus on what matters: the other professionals involved in the estate, your stakeholders, the beneficiaries, and yourself and family. We manage the sorting, packing, cleaning, shipping, selling, donating, and disposal of the personal property. We also schedule and manage any required third parties, such as property managers, handymen for repairs, auctioneers, shippers, cleaners, and waste disposal companies.
5. Real Estate
Our Real Estate Team determines the best way to market the property and prepare it for sale. Once we have your agreement on the approach, we list the property and manage the sale process. We get unsolicited positive feedback on how great the real estate process was not only from clients but also from the agents representing the potential buyers of the property who thought our process was seamless and professional.
6. Invoicing and Client Feedback
Once your estate settlement has been completed with the personal property dispersed and the real estate listing sold and closed, we discuss the outcome with you. Because we managed the physical asset envelope of the estate settlement from end to end, we take full responsibility for your end to end satisfaction.
Ready to talk to our team?
Book a time for a no obligation phone call.
1. Select a Date
Choose a day that works for you.
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2. Select a Time
Thursday, July 16th