Bruce Young Email & Phone Number

The 𝘎𝘳𝘦𝘢𝘵 𝘞𝘦𝘢𝘭𝘵𝘩 𝘛𝘳𝘢𝘯𝘴𝘧𝘦𝘳 is underway and the estates/trust space is being overwhelmed. The solution resides in adopting a new way of thinking about how to administer estates and trusts. Using innovative, purpose-built technology, I enable executors/trustees to be more actively involved in the administration of the estate/trust, while still providing them the hands-on guidance to work through the complexities of the probate or trusteeship process. My services include:□ 𝗘𝘀𝘁𝗮𝘁𝗲 & 𝗧𝗿𝘂𝘀𝘁 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻: Assisting executors and trustees with hands-on, efficient probate and trust administration support. If required, taking on a trustee role for an estate or trust.□ 𝗘𝘀𝘁𝗮𝘁𝗲 & 𝗧𝗿𝘂𝘀𝘁 𝗙𝗶𝗱𝘂𝗰𝗶𝗮𝗿𝘆 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴: Providing executors, trustees and their lawyers accounting support services to maintain and organize estate/trust accounts required to produce court-formatted reporting.□ 𝗘𝘀𝘁𝗮𝘁𝗲 & 𝗧𝗿𝘂𝘀𝘁 𝗗𝗶𝘀𝗽𝘂𝘁𝗲𝘀: Assisting stakeholders with dispute resolution, with an objective, strategic assessment of their position. For disputes that end up in litigation, working in concert with legal counsel to provide client-based litigation support and project management. And for highly contentious estates/trusts, act as a monitor.□ 𝗘𝘀𝘁𝗮𝘁𝗲 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Working closely with advisors involved in estate planning, assist their clients gathering details of their affairs required to make fully informed choices, help clients align stakeholders, and identify options to bulletproof their estates/trusts from potential family disputes and avoidable planning errors.> More about my services and approach can be found on my website (CollectiveAgreement.ca) and in my LinkedIn newsletter hosted here.

Listed skills include Business Strategy, Management Consulting, Change Management, Management, and 34 others.