I'm a Wills and Estates paralegal with more than 18 years of experience, and a Certified Executor Advisor on the team at WillWise, an Alberta law firm focused exclusively on wills, estates, and probate. I work alongside our principal lawyer, Megan Koper, JD, to guide executors and families through probate and estate administration, from the first phone call through to finalizing the estate. Most executors are stepping into the role for the first time, often during a period of grief, and my job is to make sure they don't have to navigate it alone.
As a CEA, I'm trained across the full scope of what executors actually face. That means not just the court application, but the practical realities of settling an estate. At WillWise, a Certified Executor Advisor is your main point of contact throughout the matter, so you always have someone who understands both the process and the pressure you're under.
What I help clients with:
- A complimentary initial call to understand the estate, including the will, the beneficiaries, the assets and debts, and any steps already taken
- Determining whether probate is required, and advising on the immediate first steps you need to take as executor
- Gathering the information needed to apply for a grant of probate or a grant of administration
- Preparing and submitting the application to the Surrogate Court on clients' behalf
- Keeping clients updated through the process and explaining your next steps once the grant is received
- Assisting with post-grant administration tasks upon request
Credentials & background:
- Certified Executor Advisor (CEA)
- 18+ years' experience as a paralegal across Wills and Estates, Corporate, and Real Estate law
- Bachelor of Arts, St. Francis Xavier University (Antigonish, Nova Scotia)
- Ongoing professional development through the Legal Education Society of Alberta, plus bookkeeping training
What's unique about working with us:
- No retainer and no upfront fees. WillWise typically invoices once the grant is received.
- Remote-first process. We act for executors in Edmonton, across Alberta, and out-of-province clients managing Alberta estates, and most matters are handled entirely from home.
- Transparent, published pricing. Clients receive a clear fee quote based on the estate's value before committing.
- A CEA as your guide. Formal executor-focused training paired with a supervising lawyer means you get both practical and legal support in one place.
Outside the office, I'm a busy parent of three and spend much of my free time at the rink and the dance studio.
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