Position Summary

We seek a professional to manage Ontario estates independently from appointment through final distribution, acting as a neutral fiduciary and decisionmaker throughout the process. They will manage complex estate administration, collaborate with beneficiaries and professional advisors, and ensure each estate is administered efficiently and in accordance with applicable legal and tax requirements.

Key Responsibilities

- Accept appointments as Estate Trustee.
- Collect, safeguard, and liquidate estate assets.
- Work with financial institutions, accountants, government agencies, and the courts.
- Coordinate CRA filings and manage estate tax matters.
- Manage beneficiary communications and respond to inquiries.
- Prepare interim and final estate accounts.
- Obtain beneficiary approvals, releases, directions, and consents.
- Supervise distributions and trust administration.
- Handle estates involving intestacies, trusts for minors, foreign beneficiaries, missing beneficiaries, challenging beneficiaries and complex family disputes when necessary.

Qualifications

Preferred

- Ontario lawyer in positive standing with the LSO, trust officer, estate professional, or individual with equivalent fiduciary experience.
- Experience in estate administration.
- Strong understanding of fiduciary obligations, estate accounting, estate tax and litigation risk.
- Excellent written and verbal communication skills.
- Strong financial literacy.




- Comfort dealing directly with beneficiaries during emotionally sensitive matters.

Personal Characteristics

- Sound judgment and discretion.
- Calm and professional under pressure.
- Highly organized and able to manage competing deadlines.
- Clear communicator.
- Practical and resourceful problem solver.
- Ability to make difficult fiduciary decisions.
- Strong client-service orientation.

What Makes This Opportunity Unique

This position offers the opportunity to:

- Personally act as Estate Trustee.
- High degree of independence, autonomy, and responsibility.
- Work directly with beneficiaries and professional advisors.
- Build a long-term professional estate trustee practice.
- Work remotely from anywhere in Ontario.

How to Apply

Please submit a résumé and brief cover letter describing your estate administration experience to:

[email protected]. Applications through LinkedIn only will not be considered.

About Miltons Estates Law

Miltons Estates Law is an Ontario estates practice. We do not do any estate planning. We provide advice and assistance to trustees and beneficiaries related to probate, estate administration, estate disputes, income taxes filings for estates and professional estate trustee services.

We are seeking an estates professional to join our firm to manage estate files and to administer estates. The successful applicant will be appointed personally by the Court as the Estate Trustee.

📌 Professional Estate Trustee (Canada)
🏢 Miltons Estates Law
📍 Canada