Albert was named as the executor of a relative's
will. He used the following list as a guide in settling the
estate. This list is not all encompassing and is not intended
to provide specific legal or tax advice. Additional duties
may be involved:
1 Locate and review the Will.
2 Deal with
intentions, such as organ donation, burial or cremation,
3 Contact and retain lawyer for advice and assistance
4 Contact life insurance company.
notice to beneficiaries as to contents of the Will.
and protect assets.
7 Protect business interests.
9 Open Estate bank account.
all property is properly insured.
11 List and value assets.
12 View safety deposit box and list contents.
if any agreements apply to assets, such as business
or matrimonial agreements, etc.
14 Determine if any property
located outside of the province of residence.
15 Apply for Canada
Pension Plan benefits.
16 Notify Provincial Health Care office.
Order Provincial Death Certificates as necessary.
credit cards and determine debts.
19 Redirect mail as necessary.
20 Cancel subscriptions, memberships, etc.
21 Arrange transfer
of jointly owned assets.
22 Apply for a Grant of Probate.
23 Contact public trustee if minors involved.
25 File tax returns and obtain clearance
26 Pay taxes, debts, funeral expenses,
27 Prepare an accounting of the administration of
the Estate and determine your fee.
28 Defend, commence lawsuits
29 Convert assets to cash where appropriate.
30 Prepare and have all beneficiaries sign a release.
31 Distribute the assets of the Estate.