Our Services
An important responsibility of an Estate Trustee or Attorney for Property is to keep detailed records of their administration of the estate’s finances to satisfy the incapable person or the estate’s beneficiaries. In certain circumstances, this responsibility may extend to the passing of accounts. A formal process in which the fiduciary accounting is presented for approval by the court; will be required in situations where a beneficiary challenges the handling of the estate or in cases where a beneficiary is not legally capable of approving the accounting. A person does not have the legal authority to approve the accounts where he or she is a minor or is mentally incapable.
The passing of accounts is a complex undertaking, one that our lawyers are experienced in navigating. We will assist you with the process from start to finish, beginning with a review of the accounts’ financial records and preparation to represent your interests in court if necessary. Our services include, but are not limited to, the following:
Suppose you are a beneficiary with concerns about the accounting of an estate in which you have an interest. In that case, our lawyers will work with you to review the accounts and determine whether a challenge is warranted. Should you proceed with a challenge, we will draft and file the necessary documentation and represent your interests in court if necessary.
Whether you are an Estate Trustee or a beneficiary under an estate, our lawyers have the experience and skills necessary to assist you with the estate and power of attorney accounting process. Please contact us online us to arrange an appointment at one of our three offices in Oakville, Milton, and Georgetown.
SWEATMAN LAW FIRM OAKVILLE
217 Speers Rd, Unit 14
Oakville, ON, L6K 0J3
Phone: 905.337.3307
Fax: 905.337.3309
SWEATMAN LAW FIRM MISSISSAUGA
1136 Lorne Park Road
Mississauga, ON, L5H 3A4
Phone: 905.822.3111
Fax: 905.822.9103
SWEATMAN LAW FIRM MILTON
245 Commercial St, Unit 101
Milton, ON, L9T 2J3
Phone: 905.875.2400
Fax: 905.337.3309
SWEATMAN LAW FIRM GEORGETOWN
145 Mill St.
Georgetown, ON, L7G 2C2
Phone: 905.877.0121
Fax: 905.337.3309