Heritage Estate Services provides continuity, comfort, clarity and peace of mind when settling the affairs and Estates of your loved ones. Our network of trusted professionals will protect your legacy and the interests of your family with experience and care.
Executor Assistance
Alphacare is our proprietary product to assist you in your first 30 days as Executor — forms, letters, notifications and a clear list of what remains to be done.
Read moreWills and Pre-Planning
Help structuring and drafting a Will, the My Heritage record booklet for your Executor, and expert funeral pre-planning.
Read moreDeath and Taxes
Final and Trust income tax returns, deemed dispositions, and Ontario’s Estate Administration Tax — what the Executor is responsible for, and what we file.
Read moreOther Services
Bookkeeping, asset valuation, real estate, financial planning and estate planning, priced by the hour with fixed quotes available.
Read moreYour trust is our legacy.
Complimentary consultation