02/06/2026
Being named an Estate Trustee (Executor) is an important responsibility, and often more complex than many people expect.
An Estate Trustee’s key duties include:
✔️ Locating and securing estate assets
✔️ Applying for probate (Certificate of Appointment)
✔️ Paying debts, expenses, and taxes of the estate
✔️ Filing estate and trust tax returns with the CRA
✔️ Keeping accurate records and accounts
✔️ Distributing assets to beneficiaries in accordance with the Will
Estate Trustees have a fiduciary duty to act honestly, prudently, and in the best interests of the beneficiaries and may be held personally liable if mistakes are made.
At Hagel Lawfirm, we assist Estate Trustees at every stage of estate administration, helping them understand their obligations, manage risk, and carry out their role with confidence.
📞 If you’ve been appointed an Estate Trustee, professional guidance can make all the difference. CONTACT Hagel Lawfirm to book an appointment. 905-990-3440