Navigating the complexities of estate and trust administration after a death can be overwhelming—especially for executors and trustees with limited experience. Global Mediation offers professional consulting, non-legal support and dispute resolution services to help individuals, families, and professionals carry out their fiduciary duties with confidence, clarity, and care.
ESTATE TRUST ADMINISTRATION SERVICES
Executor & Trustee Guidance
Support for individuals named as executor or trustee who need structure, information, and help coordinating with professionals.
- Step-by-step task planning and checklists
- Asset inventory support
- Timeline and document tracking
- Communication planning with beneficiaries
- Guidance on fiduciary best practices
Estate & Trust Administration Coaching
Ongoing consulting for executors or trustees throughout the estate or trust process.
- Personalized support based on your role and responsibilities
- Liaison support with lawyers, tax professionals, and financial institutions
- CRA and administrative coordination (non-tax filing)
- Help managing real estate, business interests, or legacy assets
Mediation for Estate & Trust Disputes
Neutral, professional mediation to resolve tensions or disputes among:
- Co-executors or co-trustees
- Siblings and other beneficiaries
- Surviving spouses and adult children
- Family business stakeholders in succession matters
Family Business & Succession Conflict Resolution
Blending estate knowledge with mediation, I help families in transition:
- Clarify expectations between heirs and successors
- Mediate business ownership succession or exit conflicts
- Facilitate family governance conversations
Arbitration Services
For families or stakeholders seeking a binding or neutral resolution:
- Private arbitration of estate-related conflicts
- Available as part of pre-mediation agreements
- Suitable for trusts, business inheritance, or decision-making impasses
Who Can Benefit from Estate Trust Administration Services
- Individual Executors & Trustees – acting for a loved one’s estate or trust
- Families – managing complex family or beneficiary dynamics
- Professional Advisors – lawyers, accountants, or financial planners needing fiduciary or dispute support
- Small Business Owners – preparing for or managing post-death transitions
What Global Mediation Does Not Do
Global Mediation does not provide legal advice, draft wills or trusts, represent clients in court, or prepare income tax returns. I work collaboratively with your legal and tax professionals to ensure full compliance and support.
Getting Started –
Let’s Talk
Every estate or trust situation is unique. Contact Global Mediation for a no-obligation consultation to discuss how I can support your role and reduce the burden of administration or conflict.
