Quadrant EstateServices
Clear pathway beside organized estate documents

Clear process. Transparent fees.

From planning to final clearance.

See what happens from planning through settlement, when Quadrant becomes involved, and how fees are handled before work begins.

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How everything works

A timeline families can understand.

Each estate is unique, but this structure turns the estate-service timeline into a clear website experience.

Planning Phase Planning Phase Tax planning meeting, contact list, asset inventory, debts, documents, will review, and full financial picture.
Within 10 Days Within 10 Days Deal with banks and financial institutions where accounts or investments were held.
1-3 Months 1-3 Months Instruct solicitor, valuations if needed, tax reorganizations, and probate support.
3-6 Months 3-6 Months Coordinate asset transfers outside the estate, tax returns, remitted tax, and U.S. tax matters.
6-9 Months 6-9 Months Obtain CRA tax clearance certificate and account for receipts and disbursements.
9-14 Months 9-14 Months Administer the remaining estate and continue supporting the executor as agent.

Every estate is unique. Timelines may vary based on complexity, assets, jurisdictions, and professional requirements.

Fee model

Fees

Transparent structure before work begins.

Planning Phase Planning Phase One-time fixed fee A fixed fee for organizing information and preparing a personalized estate plan.
Agency Services Agency Services Hourly Estate settlement support billed on actual time involved.
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What this means for families

Transparent structure before work begins.

Families receive a clear process, transparent fee expectations, and a straightforward way to speak with Quadrant—without unnecessary technical language.

01

Complimentary Assessment

A no-obligation discussion to understand the estate, family situation, and current record status.

02

Custom Scope

Each estate is unique, so the agency agreement can be tailored to the objectives and complexity involved.

03

Actual-Time Billing

Agency services are based on hourly work performed rather than a percentage of gross estate assets.

04

Clear Communication

Families and executors understand the next step, the responsible parties, and what information is needed.

Complimentary assessment

Start with a conversation.

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