I believe there is a better way to administer estates,

Sharing a few good client stories (without names) and some nice endorsements (with their permission):

• Estates are challenging for executors who do not have experience with them. My role is to be an executor(s) co-pilot, by their side to guide them throughout the entire journey.

"When our mother passed away, I was gobsmacked by the complexities of Ontario's probate process. Bruce stepped in, got the estate organized and arranged for a support team to assist with submitting the application. His pragmatic suggestions ensured it was processed without any hiccups, and he helped me keep my siblings informed throughout. His experience allowed me to honour my mother's wishes and my family is truly grateful." Brian Gladstone, Executor

• Too often, executors and trustees opt out of administrating an estate, turning it over to a professional executor service, that charge up to 5% of an estate. For simpler estates, some are opting for one of the new 'do-it-yourself' apps that beginning to pop up. I position myself between the unguided DIY choice and turning the estate administration over to expensive professional services. No reason to go it alone, nor pay unnecessary fees for administration work that has been mostly automated.

"I highly recommend Bruce, not only for his excellent work but for his ability to reduce complex matters into addressable steps." Edna Lopez

• Knowing over 95% of claims never make it to trial, dispute resolution happens through negotiations. I look to establish a 'dispute resolution' strategy from the outset of my role, to positioning the client for potential advantage in litigation and negotiations with a command of the issues, facts and an ongoing analysis of each side's BATNA*.

"If you're thinking about suing, or if you just got sued, you better call Bruce!"  Mike Carr, CEO

• For commercial matters, aligning all the decision-makers can be challenging. Uncovering all the facts and circumstances around a dispute enables an objective assessment, aligned to the company's risk profile and stakeholder interests.

"Thanks Bruce for your thorough work and helpful communication to all of us - it got us all on the same page!" Jim Brown, Independent Director

• Family matters are inherently emotionally charged. I understand the special considerations required and from personal experience provide an empathic, objective support for family matters involving estates, matrimonial disputes and inter-generational business transitions. A rational assessment of options is required for negotiations to succeed; it requires data/facts-driven decision making and applying the BATNA* framework. 

"Thanks to Bruce, we went into our negotiations clearheaded, anchored by a sound strategy. He helped us avoid litigation and move on, unshackled from a family member with a grudge." Pam & Elliot 

* BATNA is the acronym for "Best Alternative To a Negotiated Agreement", that's defined as the most advantageous alternative that a negotiating party can take if negotiations fail and and agreement is not reached. The term that emerged from the book “Getting to Yes: Negotiating Without Giving In” (by Roger Fisher and William Ury); it's been embraced by many and covered extensively as part of Harvard Law School's Program on Negotiation [more about BATNA on their PON website].