On the 1st of each month I write short pieces about things important to executors (what to do when) and on the 15th about items an executor might find (what to do with) or ideas that may be helpful to others (what to do now). I work with clients throughout Toronto, York Region and the surrounding areas.
- Estate Administration in 500 Words … or Not – Part 4
- Estate Administration in 500 Words or So – Part 3
- Estate Administration in 500 Words or More – Part 2
- A Short Story – The Tea Caddy
- Estate Administration in 500 Words or Less
- Can I Wear My Grandfather’s War Medals?
- The Executor’s First Task – It May Not Be What You Think
- Carnival Glass – “Poor Man’s Tiffany”
- Distributions – Watch Your Language!
- Carte de Visites and Cabinet Cards
- health care
- tea caddy
- vintage photographs
Do It Yourself Execu… on Estate Administration in 500 W… Do It Yourself Execu… on Estate Administration in 500 W… Roseanna on Five Things Your Executor Wish… Lakisha on A Tree, a Bridge, and Two Dove… Anitra on Resolutions of a Different…
Category Archives: Administrative Details
The Minister of Finance has made the job of the executor just a little more difficult by requiring that an Estate Information Return be filed. This form (7 pages but you can add more) requires the executor to provide details … Continue reading
You know the expression – “hurry up and wait”. You do everything in your power to get to a certain point and then you find that you can go no further until something outside your control happens. As the executor … Continue reading
My apologies – that was a bit misleading, but I wanted your attention. I should have started with “What is Probate and why do we have to pay it?” Probate, or having a Will probated, serves three purposes: it proves, … Continue reading
Executors are tasked with the responsibility of collecting, valuing and distributing or disposing of all items in an estate. There are times that I’ve heard “Oh, what a hoarder!” when this was far from the truth. Yes, some of … Continue reading
Yes, like the top of the form above says, you have to ask for one and the piece of paper that you receive (Form TX21) is not that impressive-looking considering how important it is. But what exactly is a Clearance … Continue reading
When named as executor you still have a choice – whether to accept the position or not. Depending on your circumstances you may feel that you don’t have the time or inclination to do so. But, if you’re still willing … Continue reading
The first few hours and days after a death are a flurry of activity. The immediate thing that comes to mind when asked “what’s the first job of an executor?” is the funeral or memorial. Sometimes this has been pre-planned … Continue reading