Executor's Checklist
A comprehensive checklist of tasks and obligations for an estate executor, from death registration through to final distribution.
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Acting as an executor of an estate is one of the most significant legal and administrative responsibilities a person can be asked to take on. An executor is legally obligated to administer the deceased's estate in accordance with the will, pay all debts and taxes, and distribute the remaining assets to beneficiaries — all within a reasonable timeframe and in accordance with provincial law.
What this checklist covers
This comprehensive checklist walks an executor through every major phase of estate administration: immediate steps after death (securing the property, notifying institutions, registering the death); applying for probate or a Certificate of Appointment of Estate Trustee; notifying beneficiaries and creditors; preparing an inventory of assets and liabilities; filing final tax returns; and distributing the estate.
Important note
Estate administration can be complex and time-consuming. Mistakes can expose an executor to personal liability. If the estate is large, contested, or involves real property, business interests, or minor beneficiaries, consulting an estate lawyer is strongly recommended.