Pricing
Professional support for life's most important responsibilities.
Transparent fees, no surprises.
1. Executor Support Services
For the individual named in a Will who wants professional guidance without giving up their role. All fees are calculated on the Net Estate Value, which is market value minus registered encumbrances, so you are never paying on debt.
Great Starting Point
The Roadmap
Best for straightforward estates where you need a clear plan and expert review
$5,000 – $7,500
Flat fee
Includes
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Estate audit and immediate priorities review
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Probate application guidance
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Technical review of steps as you proceed
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Clear timeline and obligations roadmap
Example: A $500,000 estate with a clear Will and two beneficiaries, flat fee of $6,500.
Most chosen
The Partner
Best for executors who want to delegate the administrative work while staying in control
$10,000 minimum + 1% of net estate value
Everything in The Roadmap, plus
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Debt settlement coordination
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Asset gathering and documentation
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Bank and institution communication
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Tax coordination with your accountant
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Informal accounting preparation
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Beneficiary communication management
From $10,000
Example: A $700,000 net estate, fee of $17,000. A $1,000,000 net estate, fee of $20,000.
Fully Managed
Best for complex estates, blended families, or executors with no bandwidth
From $15,000
1.5% – 2.0% of net estate value
Everything in The Partner plus
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Complete administrative oversight from day one
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Private business or investment coordination
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Complex beneficiary structures
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Formal accounting preparation
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Priority access and dedicated file management
Example: A $900,000 net estate with a rental property and three beneficiaries, fee of approximately $15,750–$18,000.
Not sure which option is right for you? Most executors find that the Partner service fits best. It covers the heavy administrative work — the paperwork, the coordination, the deadlines — while keeping you in the decision-making role. If your estate is straightforward and you mainly need a roadmap, the Roadmap service is a great starting point. If you are managing a large or complex estate and want full-service support from start to finish, the Full Service may be the right fit. Still unsure?
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Book a free 30-minute call and we'll help you find the right level of support.
2. Direct Appointments
When Shannon Williams is named directly as Executor or Trustee.
For those currently planning their own estate, you can name Shannon Williams personally as your Executor or Trustee. This ensures your wishes are carried out by a neutral, experienced professional rather than a rotating team. Fees are calculated on Net Estate Value and reflect the fiduciary responsibility, personal legal accountability, and time commitment of accepting a direct appointment. A straightforward estate typically requires 60 to 150 hours to administer.
Executor Compensation
First $1,000,000: 3.0%
Amounts Over $1,000,000: 1.0%
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Minimum Fee: $15,000 per estate file
Ongoing Trust Management (Annual)
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First $250,000: 1.5%
Next $750,000: 1.25%
Over $1,000,000: 1.0%
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Minimum Fee: $3,000 per trust
Example: An $800,000 net estate with Shannon appointed as Executor would have a fee of $24,000.
3. Specialized Technical Services
Available as add-ons or standalone support billed at professional rates.
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Consultation and extraordinary services: $250/hour
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Formal court accounting (passing of accounts): $200 / hour
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Personal tax return (T1), prepared internally: From $350
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Estate or trust return (T3), filed directly by New Dawn: From $450
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Estate or trust setup: From $1,250
Important Notes
Net value pricing
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All percentage fees are calculated on net estate value, which is market value minus registered encumbrances. You are never paying fees on debt.
Executor liability insurance
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We strongly recommend EraAssure executor insurance for all personal executors. This is a reimbursable estate disbursement and protects your personal assets.
Disbursements
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The estate reimburses reasonable third-party expenses including probate taxes, legal fees, and appraisals. These are not included in the fees above.
HST and annual review
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All fees are subject to applicable HST. Professional rates are reviewed annually.