ESTATE ADMINISTRATION
If a spouse , other family member , or friend has died , what steps must be taken with respect to
his or her estate?
1. Did the person have a will? If so , will probate be necessary? What is probate?
2. What assets did the deceased have...and what is the value of each asset?
3. Who is attending to the funeral arrangements?
4. What are the duties of the Estate Trustee ( Executor) ?
5. Who files the income tax returns for the estate?
6. What if some of the beneficiaries are under the age of majority ?
7. What if no will can be found?
8. Do I have to advertise for creditors of the estate?
9. Is the estate entitled to any Canada Pension plan benefits?
10. What if there is NO will?
11. What should the estate trustee do before distributing to the beneficiaries?
12. Can the Estate Trustee be compensated for his/her efforts?
Contact us and we can assist you with the administration of most estates and direct you to other
professional advisors should you need them.
