Insights, checklists, and market trends for professional executors and trust officers.
How Canadian financial institutions are preparing for the surge in complex estate settlements. This whitepaper covers trends in downsizing, digital assets, and environmental liability.
A step-by-step guide on securing the property immediately after passing. Includes lock-change protocols and insurance notifications.
Download PDFHow to decide what to Sell, Donate, Recycle, or Shred. A decision tree for Executors dealing with high-volume contents.
Download PDFA liability guide for lawyers dealing with Level 3+ hoarding situations. Health & Safety protocols and vendor vetting checklist included.
Download PDF
Disposal of old paint, chemicals, and unidentified solvents requires strict adherence to environmental regulations.
When to trust algorithms for preliminary triage versus when to call in USPAP specialists for fine art.
How giving beneficiaries read-only access to a "Digital Twin" inventory reduces disputes by 80%.
What physical actions can an Executor legally take to secure assets before the grant of probate is issued?
Join 500+ Trust Officers receiving our monthly digest on estate logistics and market trends.
No spam. Unsubscribe anytime.