Some examples of the tasks required by an executor that we can assist in completing include:

• Read and interpret the Will and meet with beneficiaries when required.

• Determine and assemble all required information & documents pertaining to the assets and liabilities of the Estate.

• Prepare a Statement of Assets and Liabilities.

• Submit claims & applications to the necessary agencies.

• Arrange to have Real Estate valued.

• Notify brokers, bankers, etc.

• Apply to banker/broker for release of the funds to pay for probate/legal fees.

• Complete claims for life insurance, RRSPs, government benefits, etc.

• Instruct lawyer to apply for Probate.

• Assist in closing bank/brokerage accounts and safety deposit boxes.

• Assist in having assets re-registered into estate or beneficiaries’ names

• Prepare and file the final tax returns to Date of Death, including special returns that reduce taxes and the T3 filing for the Estate (post death).

• Obtain a Clearance Certificate from the Canada Revenue Agency.

• Prepare a partition statement of the assets among beneficiaries so that distributions can be made effectively.

• Prepare a Final Statement of Accounts for the beneficiaries and obtain releases, when required.

• Perform other services that may be required in connection with the settlement of the Estate.

Fees:  

Please call our office and request the Estate Settlement Service at 613-225-2020 or email us for a free estimate.