Estate settlement & executor resources

There are many steps involved in estate planning and settlement. Our resources can help with both preparing and settling an estate.

Executor/liquidator resources

figure
Checklist

Executor duties checklist

Prepare yourself for the tasks involved in settling an estate with this step-by-step checklist.

Download checklist
figure
Checklist

Liquidator duties checklist (Quebec only)

Prepare yourself for the tasks involved in settling an estate with this step-by-step checklist.

Download checklist
figure
Kit

Executor/liquidator kit for settling an estate

Download this FREE guide that will help you through the various steps involved in the estate settlement process.

Download free kit

Client stories

figure
Financial literacy

The value of having a partner to look after the details

Read Linda’s story and how we helped her protect her father’s estate.

Read more
figure
Financial literacy

Expert handling of a long-distance settlement

Read Max’s story and how he was able to settle his friend’s estate while living in a different province.

Read more

Related articles

figure
Retirement

Estate planning: How to live, and give, in the longevity boom

The so-called “longevity boom” taking place in developed countries is putting pressure on Canadians looking at how they should save, spend and transfer their wealth over a longer lifespan.

Read more
figure
Wealth transfer

Wealth transfer: Are your heirs ready?

When it comes to wealth, many families spend a lot of time and energy building it, but far less focus on how it will be passed to the next generation.

Read more
figure
Estate planning

New rules for Estate Trustees (executors) in Ontario

Learn about the additional requirements that have been imposed on Estate Trustees in Ontario.

Read article