Bob Donaldson, CEA

Bob Donaldson is a Certified Executor Advisor and founder of Estate Wise Services Ltd., providing professional guidance and practical support to executors and families throughout Edmonton and surrounding communities. With more than 25 years of experience in legal support and estate-related matters, Bob helps clients navigate the responsibilities of estate administration with clarity, structure, and confidence. Bob’s background includes extensive experience working within the Court of King’s Bench (Family and Divorce) and over two decades as a senior paralegal. This foundation gives him a strong understanding of court procedures, documentation requirements, and the real-world challenges executors face when settling an estate. Through Estate Wise Services Ltd., Bob supports executors in organizing information, understanding their duties, coordinating with legal and financial professionals, and managing timelines. His services are designed to complement legal counsel while providing hands-on administrative guidance that reduces stress, delays, and costly mistakes. Bob understands that many executors are family members serving for the first time, often during a period of grief. His approach is calm, methodical, and respectful—focused on breaking complex processes into manageable steps while protecting the wishes of the deceased and the interests of beneficiaries. Known for his professionalism, attention to detail, and practical problem-solving, Bob is committed to helping families move through estate administration with dignity and efficiency. His mission is simple: to provide steady, knowledgeable support when it matters most.

Senior Paralegal and Practicing Mediator, AFMS

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