International Estate with heirs abroad: a case settled rigorously
A complex cross-border situation
How to settle an estate of a Quebec resident who had passed away, with several heirs living in France, Belgium, and the United States? The will, written in Quebec, named a single executor, but none of the heirs lived in the country. This made it tricky to do the inventory, tax returns, and estate transfers.
Let’s say, the file also includes a European bank account, a condominium in Montreal, and an inactive family business to be liquidated.
Allen Madelin’s approach
Our mandate covers all aspects of the estate, with remote support for foreign heirs. We provide:
Probate of the will by the Superior Court (non-contentious procedure);
Preparation of the estate inventory, including assets outside Quebec;
Tax procedures with Revenu Québec and the CRA;
Multilingual communication with the heirs and their representation by proxy;
Coordination of the liquidation of the inactive business with a notary;
The final transfer of estate funds and shares abroad, in accordance with Canadian and foreign tax laws.
An efficient and conflict-free settlement
Thanks to a rigorous methodology and constant communication, the estate can be settled in less than 12 months. No disputes arose, all heirs were treated fairly, and the tax authorities issued the required clearance certificates without objection.
Are you dealing with a cross-border estate?
Our firm is able to handle estates involving heirs or assets located abroad. We combine legal expertise, estate taxation, and multi-jurisdictional communication to settle these types of cases smoothly.
Allen Madelin Avocats offer consultations both in person and via videoconference. The first consultation is offered for $125.For more information, please contact us by telephone: 1 514 904 4017 or by e-mail: [email protected].
