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Your guide to being an executor


 


  

As an executor*, you are responsible for settling an estate according to the deceased’s wishes. With numerous individual tasks to complete and many people and organizations to deal with, including beneficiaries, lawyers, and the Canada Revenue Agency (CRA), settling an estate is a complicated undertaking — one that can seem overwhelming when you’re grieving the loss of a family member or friend.

We developed this publication as an easy-to-follow reference guide that will help you through the various steps involved in the estate-settling process. We have also developed an executor kit that includes this guidebook along with:

  • an estate inventory workbook
  • links to useful websites such as key government agencies
  • letter and spreadsheet templates

Click on the link below to download a copy of the estate settlement guidebook or to receive a complimentary executor kit.

  

*Liquidator in Quebec; Estate Trustee in Ontario





 



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