AGENT FOR EXECUTORS
Being named executor means carrying out a loved one's final wishes while managing a long list of responsibilities, coordinating with beneficiaries, lawyers, and CRA, and others. It's a demanding role at the best of times, and even more so when you're also grieving the loss of someone close to you.
We offer flexible executor support tailored to your situation. Whether you need comprehensive help with every aspect of the process or targeted assistance with specific tasks. You stay in control and you decide how involved we are, and every decision remains yours to make.
With our guidance and experience, you can move through one of life's most challenging responsibilities with confidence, knowing it's being handled professionally and with care.
Whether you're settling the estate of a spouse or family member, or you're an executor living in a different province or country, we can act as your agent for executors. We start by identifying which tasks you'd like help with, then design an approach that fits both you and the estate.
Estate administration can easily add up to dozens of hours of work. Let Regal Solutions handle the administrative part and you focus on the decisions that matter, and choose exactly which tasks you'd like off your plate.
Regal Solutions acts as your single point of contact, keeping you informed every step of the way so the estate is settled quickly and with confidence.
OTHER SERVICES

Financial & Account Organization
-
Review of bank, credit card, and investment account documentation
-
Identification of missing, outdated, or inconsistent beneficiary designations
-
Assistance completing beneficiary update forms (banks, institutions, insurers)
-
Creation of a consolidated Financial Overview Summary
No advice is given on investment selection, performance, or allocation.

Estate Readiness & Documentation Support
-
Review of existing estate-related documents for completeness and consistency
-
Will and Powers of Attorney preparation through our trusted partner-Epilogue
-
Coordination support with lawyers or notaries when required
-
Preparation of a Family Information Package
-
Guidance on documenting key contacts, institutions, and account locations
-
Optional family meetings to explain documentation
Legal documents are either coordinated, or referred to licensed professionals as required by law.

Administrative Paperwork Assistance
-
Help completing and organizing:
-
Government benefit forms
-
Pension-related paperwork
-
Insurance and coverage documents
-
-
Guidance on document submission processes
-
Record-keeping and follow-up assistance

Credit, Billing & Financial Maintenance Support
-
Assistance reviewing credit cards and recurring payments
-
Identification of unnecessary or duplicate accounts
-
Support with address changes, contact updates, and account consolidations
What We Do Not Do
-
Provide tax or investment advice
-
Act as a trustee, executor, or financial decision-maker
.png)