About Executrix
Executrix was founded by estate professionals who spent years watching families struggle through one of the most demanding experiences of their lives — without adequate support. We built the platform we wished had existed.
Our mission
Estate administration sits at the intersection of grief, legal complexity, and family dynamics. Most people arrive with no training, no roadmap, and no one to call. Our mission is to change that — by pairing every executor, beneficiary, and estate professional with an advisor who has navigated the same terrain and can speak plainly about what comes next.
Every engagement is protected by strict professional confidentiality. What you share with your advisor stays with your advisor.
We translate legal and financial complexity into plain language — so you can make informed decisions, not just follow instructions.
Our advisors have administered estates, not just studied them. The guidance you receive is grounded in real experience.
Estate work is emotionally demanding. We hold space for that — and we never rush a client through a process that deserves care.
Our story
Executrix was founded in 2019 by a group of estate lawyers, trust officers, and financial planners who kept encountering the same problem: clients who were overwhelmed, under-informed, and unsupported at the exact moment they needed clarity most.
The existing options were limited. Lawyers were expensive and often unavailable for the kind of ongoing, practical guidance executors actually need. Online resources were generic and frequently out of date. Family and friends, however well-meaning, rarely had the knowledge to help.
We built Executrix to fill that gap — a platform where anyone navigating an estate can access experienced, confidential, one-on-one coaching from professionals who have done this work themselves. Not a law firm. Not a financial institution. A trusted advisor in your corner.
Our advisors
Every Executrix advisor brings deep, hands-on experience in estate administration, trust law, or estate planning. They are practitioners first.
Estate Administration & Probate
Margaret spent two decades as an estate lawyer in Ontario before joining Executrix. She has guided hundreds of executors through the probate process and specializes in complex multi-jurisdictional estates and contested wills.
Trust & Estate Planning
David brings 15 years of experience as a trust officer at a major Canadian financial institution. He is particularly skilled at helping beneficiaries understand their rights and navigate distributions from complex trusts.
Estate Tax & CRA Compliance
Simone is a chartered accountant and trust and estate practitioner with deep expertise in terminal returns, estate T3 filings, and CRA clearance certificates. She has represented estates in CRA audits and disputes.
Family Dynamics & Dispute Resolution
Robert combines a legal background with formal mediation training to help families navigate the interpersonal dimensions of estate administration. He is frequently engaged when beneficiary relationships are strained or disputes are emerging.
Digital Assets & Modern Estates
Amara focuses on the growing complexity of modern estates — cryptocurrency, online accounts, intellectual property, and digital businesses. She helps executors identify, value, and transfer assets that traditional estate frameworks were not designed to handle.
Quebec Civil Law & Bilingual Estates
Philippe is a Quebec notary and estate practitioner with expertise in civil law succession, notarial wills, and cross-provincial estates that span Quebec and common law jurisdictions. He advises in both English and French.
Credentials & standards
Every advisor on the Executrix platform meets rigorous professional standards. We do not accept generalists.
Society of Trust and Estate Practitioners (STEP)
The global gold standard for trust and estate professionals. TEP designation requires demonstrated expertise, ongoing education, and adherence to a professional code of conduct.
FP Canada
Canada's leading financial planning designation, requiring rigorous examination, experience requirements, and ongoing professional development.
CPA Canada
Canada's unified accounting designation, held by advisors who specialize in estate tax, terminal returns, and CRA compliance.
Provincial Law Societies
Legal credentials held by advisors with formal training in estate law, probate, and trust administration. All lawyer-advisors are members in good standing of their provincial law society.
Book a session and get matched with the advisor whose background fits your situation.
