Legal Notice

General Information and Guidance

Succession Concierge is an educational and workflow guidance platform designed to assist individuals acting as liquidator (executor) of a succession in Québec.

The platform provides structured information, checklists, and procedural guidance intended to help users understand the typical steps involved in estate administration under Québec law. It does not provide legal, tax, accounting, financial, or fiduciary advice.

Not Professional Advice

Nothing contained within this platform constitutes legal advice, tax advice, accounting advice, or professional advisory services.

The information provided:

  • Is general in nature
  • May not reflect your specific circumstances
  • May not reflect the most recent legislative or regulatory changes
  • Should not be relied upon as a substitute for professional consultation

Users are strongly encouraged to consult a qualified notary, lawyer, accountant, or tax professional when:

  • The estate involves business interests
  • Cross-border assets or foreign tax exposure exist
  • Insolvency is possible
  • Minor or legally incapable beneficiaries are involved
  • There is family conflict or potential litigation
  • The estate is assessed as high complexity

No Fiduciary Relationship

Use of this platform does not create:

  • A lawyer-client relationship
  • A notary-client relationship
  • An accountant-client relationship
  • A fiduciary advisory relationship

Succession Concierge does not act as liquidator, trustee, legal representative, or advisor.

Limitation of Liability

To the fullest extent permitted by law:

Succession Concierge and its affiliates shall not be liable for any loss, damage, tax assessment, penalty, interest, litigation expense, or other consequence arising directly or indirectly from reliance on information provided through this platform.

Users remain solely responsible for:

  • Compliance with Québec civil law
  • Compliance with federal and provincial tax laws
  • Proper execution of all required filings
  • Engagement of qualified professionals when appropriate

Complexity Advisory

If the platform identifies your estate as “High Complexity” or “Litigation Sensitive,” professional legal and tax assistance is strongly recommended before proceeding with any distributions or creditor payments.

Failure to obtain appropriate professional advice may expose the liquidator to personal liability under applicable law.