Comprehensive Passing of Accounts Representation

A beneficiary has the right under Canadian law to challenge the actions and fiduciary competence of an executor or trustee. When the trustee presents his or her accounts for review and legal ruling, this is known as a passing of accounts. Our office can act in an advisory capacity for parties involved in passing of accounts disputes, be a facilitator for mediation and alternative dispute resolution or be aggressively engaged in litigation proceedings. We focus on being flexible to your needs in highly complex estate and trust matters.

Detail Oriented — Results Driven

We provide the resources, both internal and with trusted partners, to audit accounts and present compelling legal arguments. We fully review issues of:

  • Executor or Trustee Compensation
  • Negligence
  • Breach of Fiduciary Duty
  • Appropriateness of Expenditures
  • Surcharge Orders

Whether you are filing a notice of objection to pass accounts, or you have been challenged by a dissatisfied beneficiary, our highly trained and respected staff of professionals will work effectively for you. To schedule an appointment, case review or initial consultation, contact us today.