Estate settlement and executor resources

There are many steps involved in settling an estate. Whether you’re looking for information to help you appoint the right executor or you yourself have been appointed to this important role, our resources can help.

Executor/liquidator checklist & kits

Artie, the executor helper™

Resource

Our free tools can help you understand the estate you’re settling and guide you through the various tasks involved.

Learn more

Executor duties checklist

Checklist

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

Download checklist

Probate checklist

Checklist

This checklist can help guide you with the key tasks required for probate.

Download probate checklist

Executor/liquidator kit for settling an estate

Kit

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

Download free kit

Liquidator duties checklist (Quebec only)

Checklist

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

Download checklist

Client Stories

Expert handling of a long-distance settlement

Financial literacy

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

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The value of having a partner to look after the details

Financial literacy

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

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

Retirement

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.

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Why testamentary trusts are not dead

Financial literacy

See why testamentary trusts continue to offer many benefits despite the elimination of the tax advantages.

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Wealth transfer: Are your heirs ready?

Wealth transfer

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

Let us guide you


Contact one of our skilled RBC Royal Trust professionals to find out more about the right services for you.