• I provide procedural guidance for executors navigating estate administration, including in-person consultations, personalized estate action plans, probate filing checklists, application reviews, and ongoing executor support. Each service is designed to help you move forward with clarity and confidence.

    Learn more on my Services page.

  • Visit my Services page for more information, then reach out through my Contact form. I’ll walk you through the next steps and answer any questions along the way.

  • I combine a thoughtful, compassionate approach with clear communication, practical guidance, and deep experience in BC estate administration. I support executors who want to handle the process themselves while still having expert guidance along the way.

    Learn more about my eight years of estate administration experience on my About page.

  • I work with executors who want to handle probate themselves but feel overwhelmed or unsure where to begin. Most of my clients want clear, BC-specific information, value professionalism, and prefer practical, in-person support rather than generic advice.

    Common clients include:

    • Adult children administering a parent’s estate

    • Sole executors without built-in support

    • Executors who want a knowledgeable guide so they do not have to handle the process alone

    • Executors who want clarity before deciding whether to hire a lawyer

  • No. I am not a lawyer and I do not provide legal advice. I provide procedural and educational support for executors and families handling estate paperwork in British Columbia.

    I can:

    • Explain probate and estate forms

    • Walk you through the process step-by-step

    • Provide an overview of probate timelines, procedures, and common pitfalls

    • Outline expected costs, probate fees, taxes, and when they are typically paid

    • Help organize documents, deadlines, and required filings

    • Answer “what is this?” and “how does this work?” questions

    Legal advice involves interpreting the law, giving opinions on rights or entitlements, or recommending legal decisions.

    Situations that require a lawyer include:

    • Estate disputes and litigation

    • Lost or contested Wills

    • Executor renunciations

    • Beneficiary rights questions

    • Approval of estate accounts and releases

    • ICBC letters of undertaking

    • Wills variation claims

    If an estate requires legal advice or strategy, I will recommend speaking with an experienced lawyer.

  • Think of this as executor coaching and process support, not legal representation.

    Lawyers provide legal advice, interpretation, and strategy. I focus on the practical, administrative side of estate administration, including paperwork, timelines, and organization.

    For many executors, this kind of procedural support can be handled without retaining a lawyer at significantly higher hourly rates. My services are designed to give you clear, hands-on guidance at a more accessible cost when legal advice is not required.

    Meetings are structured and task-focused, so executors get clear answers and actionable guidance without unnecessary billable time. I prioritize timely communication and accessibility, so you are never left wondering what happens next.

    Clients work with me to:

    • Understand which forms are required and why

    • Reduce the risk of common procedural mistakes and delays

    • Stay organized and on track

    • Feel more confident managing an estate

    If legal questions arise, I help you recognize when it is time to involve a lawyer so you can use their time and fees more efficiently.

  • Online tools and AI can give you a general overview of estate administration and probate, but they do not account for BC court practice, local registry expectations, or the specific details that cause applications to be rejected.

    They can sound confident even when information is incomplete or inaccurate, which creates risk when you are preparing court documents and sworn affidavits.

    I have worked on hundreds of BC probate files and understand the difference between what looks right and what is typically accepted at the registry. My role is to help you prepare your application carefully and reduce the risk of avoidable delays or rejections.

  • No. Probate application forms are sworn affidavits that must be signed before a lawyer or notary, and I cannot witness those signatures. Notary or lawyer swearing fees and all court filing fees are separate third-party fees and are not included in my consulting packages.

Frequently Asked Questions

Have questions? Take a look at the FAQ or reach out anytime.

  • You can reach me via my Contact form. I aim to respond within one business day.

  • I use transparent flat-fee pricing for Initial Consultations and Probate Application Pre-Submission Review, with ongoing coaching and support billed hourly.

    Because my services focus on procedural and administrative guidance, not legal advice, many executors can get the help they need without retaining a lawyer at significantly higher hourly rates. This keeps support practical, focused, and more cost-accessible when legal representation is not required.

    Meetings are structured and agenda-driven to make the best use of your time and budget.

    See my Services page for details.

  • Clients often say the experience feels calm, structured, and supportive. I take time to understand the estate, explain the process in plain language, and provide a clear, practical roadmap so you can move forward without feeling overwhelmed or alone.

  • No. I can guide you through the process and review your completed forms and documents, but preparing and filing probate forms remains the executor’s responsibility.

  • I provide educational and administrative guidance to help executors understand the probate and estate administration process and feel confident about their next steps.

    I can help with:

    • Clarifying executor duties and responsibilities

    • Explaining the probate or administration process step-by-step, including typical costs and fees

    • Identifying which probate forms may be required and what information the court generally requests

    • Reviewing draft probate applications for completeness and common errors

    • Organizing estate information, documents, and timelines

    • Flagging potential complexities that may require a lawyer

    • Providing checklists and reference materials

    I cannot:

    • Provide legal advice or legal opinions

    • Interpret the law for your specific situation

    • Draft or prepare probate forms for filing

    • Sign or witness affidavits or legal documents

    • File court documents or communicate with the registry on your behalf

    • Act as your lawyer or legal representative

    My role is to help you understand the process and make informed decisions, not replace a lawyer. If an estate involves legal complexity or dispute, I will recommend speaking with a lawyer.

  • An Estate Action Plan is a personalized, practical roadmap created after your initial consultation. It is designed to show what needs to be done, in what order, and where potential issues may arise.

    Your Action Plan typically includes:

    • A summary of your role and responsibilities as executor or administrator

    • A step-by-step outline of the probate or estate administration process for your situation

    • A checklist of required forms and supporting documents

    • Key timing considerations and common procedural pitfalls

    • Potential complexities where a lawyer’s involvement may be advisable

    • Practical next-step guidance

    You also receive supporting reference materials, including the “Top 10 Reasons Probate Applications Get Rejected” guide, highlighting common mistakes and how to avoid them.

    The Estate Action Plan does not replace legal advice or legal representation. It provides structure and clarity, whether you are handling the process yourself or working with a lawyer.

  • A Grant of Probate is the court document that officially confirms an executor’s legal authority to deal with a deceased person’s estate, such as accessing accounts, selling assets, and distributing the estate according to the terms of the Will.

    Banks, financial institutions, professionals, and the law itself use different terms—Representation Grant, Grant of Probate, Letters Probate, Grant of Administration (with or without will annexed), Ancillary Grant, Estate Grant, and others—but they all refer to the same court document confirming the executor’s authority to act for the estate.

    If there is already a Grant from another province or country, the BC court may require resealing of the foreign grant before you can deal with BC assets. I can explain when resealing is required, what documents are needed, and how the process works.

  • Yes. I carry Errors & Omissions (E&O) liability insurance for my estate consulting work, providing professional coverage for my procedural guidance and administrative support.