OUR SERVICES
Gain peace of mind with our Essential Executor Services. We handle crucial tasks, including asset inventory and distribution, ensuring a seamless process during a challenging time. Our team of professionals is dedicated to managing every detail with precision and empathy, from gathering a complete inventory of assets, securing property and property maintenance and to thoughtfully distributing items according to the will or estate plan. We are here to guide and support you, providing clarity and communication throughout the entire process. Discover the confidence and relief that comes from entrusting us with your executor services.
ESSENTIAL
“I highly recommend Bernard Bourke Executor Services to anyone facing similar challenges. Their professionalism, combined with a personal touch, is truly unmatched. Thank you, Michelle, for turning a potentially difficult situation into a smooth and manageable process."
—Judith K
Our Comprehensive Executor Services encompass everything included in the Essential package while providing additional support for more complex estates. At this level, we assist with tasks such as debt settlement and managing the necessary legal documents, ensuring all financial obligations are met with precision. As part of this package, clients benefit from ongoing financial management and personalized consultations. Our team is committed to maintaining open lines of communication, providing updates, and collaborating closely with family members to ensure all expectations are met and any concerns are addressed promptly.
COMPREHENSIVE
“Michelle's integrity combined with her excellent listening skills, calm demeanour and compassion are qualities I deeply appreciate. She truly cares about people and is dedicated to helping them navigate more easily through a complex system, during a challenging time.”
—Nicollett E
The Signature Executor Services package represents the pinnacle of personalized care. This service includes all features found in the Comprehensive package, plus specialized management of tax-related issues and direct communication with beneficiaries. Our signature package involves consulting with both legal advisors and financial planners to ensure that every aspect of the estate is handled expertly. Additionally, we provide legacy planning advice to preserve the estate's value and faithfully execute the deceased’s wishes. Clients in this tier receive a dedicated consultant to guide the family throughout the entire process, offering reassurance, clarity, and peace of mind at every step.
SIGNATURE
OUR PROCESS
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Schedule an initial consultation to discuss your estate administration needs and goals and to determine what is that best package to suit your needs.
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We conduct a comprehensive assessment of the estate, including assets, liabilities, and distribution preferences.
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We guide and assist clients through the probate process, ensuring all legal requirements and deadlines are met.
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We guide and assist you with the management and distribution of estate assets, ensuring proper care and transfer to beneficiaries.
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We guide and assist you with working with creditors to settle outstanding debts and obligations of the estate.
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We guide and assist you in facilitating the final distribution of assets to beneficiaries, ensuring compliance with the client's wishes and legal requirements.
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A la Carte Services available at an hourly rate.
Estate Administration Services for charities on a monthly retainer.