Julie Kagan joined Robins Appleby in 2018, after working for 16 years in the fields of Estate Planning and Estate Administration. She obtained her Law Clerk diploma from Toronto School of Business, graduating with honours.
She works closely with the tax group, demonstrating her passion for accuracy, her rapport with clients and her legal software expertise.
Julie enjoys interviewing clients and discussing their estate planning needs and concerns, drafting their wills and powers of attorney and attending to the execution of their documents. She also takes pride in her ability to assist executors to administer estates, whether large or small, testate or intestate. Among other services she provides, Julie helps executors to navigate their duties and fulfill their responsibilities by liaising with financial institutions, accountants, life insurance companies and share transfer agents. Utilizing her extensive experience, Julie determines estate assets, files probate applications, processes requisite documentation to realize the assets, delivers distributions to estate beneficiaries and provides estate accounts.
She is an avid reader and tennis enthusiast who enjoys spending time with friends and family.