Executor Document Preparation

• review the Will, or discuss the steps necessary when there is no Will.
• discuss probate – what it is, its purpose, the process, when it is required or recommended, costs and possible ramifications. Note: We always recommend consulting legal professionals for guidance on legal services that may be required.
• discuss the Ontario Executor’s fiduciary and ethical obligations and duties.
• review the administrative or “practical” tasks and duties you are responsible to manage as the Estate Trustee. We’ll review more than 150 items, gathering details necessary to initiate settling only those matters specific to the estate.
• assess the need or possible benefits of legal, accounting, financial, real estate, appraisal and other professional services.  In some cases, Executor E & O protection or fiduciary bond issuers are needed.

Moving forward from this meeting, you will have an understanding of your role as Estate Trustee. You will have the foundation of a personal and prioritized set of tasks to manage, calls to place, letters, notifications & application forms to prepare and supporting records to be located.  You will know where to begin… with the end in sight.

Step 2 – We’ll put it all together – Fee $225 (Optional, but our most often requested service) –  At the conclusion of Step 1 you may choose to have ALL documents, applications, letters and notifications custom prepared, ready for your signature.  From more than 150 possible considerations, here are just a few of the documents and tasks we might be preparing or initiating for you:

• Applications for the Canada Pension Plan Death, Survivor and Child’s Benefits.
• Notifications and death benefit applications to foreign pension plans.
• Documentation for the transfer of vehicles under tax-free gift status.
• Canada Post Mail forwarding for Deceased.
• Notifications to credit card companies, department stores, banks (with claims for annual fee refunds) and balance insurance if applicable.
• Credit Bureau Notifications.
• Dormant bank account searches.
• Advertisements for Creditors where required.
• Transfer of loyalty program points or reward credits (Aeroplan, AirMiles, HBC, Triangle, etc).
• Notifications and claims for pro-rated refunds from a variety of subscription services (Medic Alert, CAA, 407 Toll Highway, SiriusXM Radio, print and online publications for example).
• Notifications to Driver’s License and passport authorities.
• Preparation of claims for personal and group life insurance.

When you select this service option, your Resolved document set will include a corresponding customized checklist with instructions on enclosures and procedures, a personal Summary Report on actions we have initiated, your own completely customized “To Do” list, file copies of all documents, envelopes for mailing and a folder to help keep things organized.

You will also receive FREE access to RESOLVED Executor Tools… online letter templates and spreadsheet applications to record, track and manage Estate Assets & Liabilities, Expenses & Income and Executor Expenses.

The RESOLVED Executor’s Document Preparation is the most comprehensive guidance and support program available to Ontario Executor’s.

Step 3 – The Estate Trustee or representative signs and remits the documents, records dates sent on the checklist and completes the “To Do” list.