Unlocking Estate Success: Immediate Executor Responsibilities

Navigating the complexities of estate administration in Canada demands swift action and meticulous attention to detail. While the process typically spans 6-18 months, certain tasks require immediate attention to ensure a seamless transition. Here's what you should prioritize within the first week of assuming your role as an executor:

1. Notify Close Friends & Family:
   - Inform immediate family and close friends of the deceased's passing. Delay broader notifications until circumstances allow.

2. Notify Active Employer (if applicable):
   - If the deceased was actively employed, consider informing their employer to prevent any misunderstandings.

3. Secure the Assets:
   - Protect the estate by securing valuable items and arranging for the care of any pets left behind.

4. Arrange Funeral:
   - As the executor, you're responsible for coordinating funeral arrangements. Notify additional friends and family members as necessary.

5. Notify Veterans Affairs Canada (if applicable):
   - If the deceased was a veteran, contact Veterans Affairs Canada to explore potential funeral support options.

6. Order Death Certificates:
   - Request a sufficient number of Proof of Death statements from the funeral home, as well as official government death certificates if required by certain organizations.

7. Locate the Will:
   - Obtain a copy of the will and safeguard it. Check with the local Superior Court of Justice, the deceased's lawyer, or explore alternative avenues for accessing the will if necessary.

In Ontario, the Superior Court of Justice can assist in locating deposited wills, providing essential guidance in cases of intestacy.

Empower Your Executor Journey with King's Downsizing & Estate Services. Let us navigate the intricate estate administration process, ensuring a seamless transition and peace of mind for you and your loved ones. Contact us today to embark on your estate management journey.

desiree@kingsdownsizing.com