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Estate Administration

Discover Exclusive Resources for Estate Administrators


Rely on Estates&TrustsSource® from initial intake of estate information to preparing to pass accounts. Estates&TrustsSource provides you with commentary and practical guidance along with a myriad of forms and letters used in the process of estate administration.

It also contains estate administration manuals for every Canadian common law jurisdiction, including Armstrong’s Estate Administration Manual for Ontario, and manuals modeled on its highly-regarded format for British Columbia, Alberta, Saskatchewan and Manitoba. The Atlantic Canada manual is a new edition in progress of Howlett’s Estate Matters in Atlantic Canada .

All statutory and authored forms and letters are available in fillable format, eliminating the need for drafting, reformatting or copying. Court forms are fully formatted according to varying provincial standards and ready for filing. Plus, printable checklists let you track steps and information to make sure nothing is missed or overlooked. You can count on Estates&TrustsSource to keep you informed and efficient.

  • Find reliable answers quickly when unusual issues arise
  • Stay current with legal and tax developments
  • Locate the appropriate precedents to minimize drafting time
  • Prepare court forms and correspondence quickly and efficiently