Category Archives: Administrative Details

The Estate Information Return

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

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Executors – How to Survive the Waiting Game

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

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Probate – To Pay, or Not to Pay, That is the Question

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

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Collecting vs Saving vs Hoarding

  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

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Clearance Certificates

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

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Money, Money, Money

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

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Things an Executor Must Do but Doesn’t Always Do Early Enough

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

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