Legal Bridge prepares fully organized, probate-ready estate administration packages for Ontario law firms — from document sorting to date-of-death verification to credit bureau freezes.
Request a Service InquiryDelivered in 12 business days · Flat-rate per file · No legal advice provided
Every probate file involves dozens of hours of administrative tasks that pull your clerks away from higher-value legal work.
Executors arrive with shoeboxes of statements, bills, and mail — sorted by no one, labeled by nothing.
Obtaining date-of-death balances from banks, investment firms, and utilities can consume an entire week of clerk time.
Without prompt credit bureau freezes and government notifications, the deceased's identity remains vulnerable to exploitation.
Recurring subscription charges quietly drain estate funds while digital accounts sit unmanaged and expose the estate to liability.
We handle every administrative step from intake to final delivery — your firm reviews and submits.
Your firm sends us the B2B Services Agreement, executor contact info, the Will, and the Certificate of Death. We execute the Third-Party Corporate Authorization so we can legally speak to institutions on behalf of the estate.
We sort every document into clean categorized folders: Real Estate, Liquid Bank Accounts, Non-Liquid Investments, Liabilities/Debts, and Utilities/Subscriptions — and flag all critical gaps.
We contact every financial institution, obtain official date-of-death balances, and gather the closing statements, tax slips, and valuation letters your lawyer needs for the probate application.
We process Service Canada deceased notifications, cancel provincial health cards and driver's licences, and file registered-mail freeze requests with both Equifax and TransUnion Canada.
We cancel subscriptions, utilities, and telecoms — waiving early termination fees — and process social media memorialization or deletion through platform legal portals.
We populate the National Asset & Liability Dashboard with verified values, account numbers, land title identifiers, and debt figures — ready to import directly into your probate software.
We deliver a complete 3-ring binder with the Asset Dashboard at front, all supporting documents filed under labeled tabs. Your clerk copies verified data directly into court forms — without a single phone call.
Billed as a direct client disbursement — compatible with Clio, CosmoLex, and all major Canadian legal accounting platforms.
Invoiced as: Outsourced Estate Asset Mapping & Verification Services — LB-B2B format
Eliminate the most time-consuming administrative tasks from your clerks' plates — letting them focus on legal work that requires their expertise.
Our Asset Dashboard is built to provincial surrogate registry specifications — data can be copied directly into Ontario's Estate Information Return or Alberta's NC1/NC3.
We invoice as a direct client disbursement, compatible with Clio and CosmoLex — no billing friction for your accounting team.
Encrypted digital storage, MFA access, role-based permissions, and a formal breach reporting procedure protect every sensitive estate file.
We operate strictly as administrative contractors. All legal questions are redirected to your firm — zero risk of unauthorized practice of law.
Serving estate files across Ontario, Alberta, British Columbia, Saskatchewan, and Atlantic provinces — one national service agreement.
We work exclusively with law firms and authorized legal counsel. Send us a brief inquiry and we'll follow up within one business day to discuss your estate file and how we can help.
For law firms and legal professionals only. All inquiries are confidential.