About
Estate help, made simple.
When you’ve been named an estate trustee, you’re suddenly responsible for legal, financial, and administrative duties—all while grieving the loss of a loved one. The process can feel overwhelming, confusing, and emotionally draining.
I know because I’ve helped countless executors navigate this journey with clarity, efficiency, and peace of mind.
With over 12 years of experience working with Estate Trustees—and 20 years in financial services—I specialize in guiding executors through every step of estate administration. Unlike generic estate services, I focus on simplifying the process, preventing costly mistakes, and ensuring smooth communication among beneficiaries. My clients know they are in good hands because I don’t just handle paperwork—I provide reassurance, clarity, and expert navigation through every challenge.
Shannon Williams
Estate Specialist | Founder
Why I started this business
Before launching my service, I worked for the leading Canadian trust companies that handled estate administration for high-net-worth clients. But I saw a major gap: many executors didn’t meet their strict asset requirements and were turned away with nowhere to go for help.
I knew that every executor—regardless of estate size or complexity—deserved expert support to navigate the process with confidence. That’s why I created this service: to fill the gap and provide estate trustees with the guidance they need, no matter their situation.
What My Credentials Mean for You
I hold multiple industry-leading designations, ensuring that you receive expert guidance backed by proven financial and estate knowledge:
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TEP (Trust & Estate Practitioner): This globally recognized designation is awarded by the Society of Trust and Estate Practitioners (STEP). It signifies advanced expertise in estate planning, administration, and trust management, helping you navigate complex legal and financial requirements with confidence.
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CFP®(Certified Financial Planner®): The gold standard in financial planning, this designation ensures that I have deep knowledge of estate tax planning, asset distribution, and financial risk management—critical aspects of handling an estate efficiently.
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CEA (Certified Executor Advisor): A specialized credential focused on guiding executors through estate administration, ensuring that every step—from asset inventory to final distribution—is handled correctly.
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MTI (Member, Trust Institute): This designation signifies advanced knowledge in trust and estate administration, reinforcing my ability to provide structured, legally sound guidance to estate trustees.
You don’t have to do this alone. With the right guidance, estate administration can be handled efficiently, fairly, and with far less stress.
Let’s make estate administration as simple and seamless as possible.