Tag Archives: basics

Estate Administration in 500 Words … or Not – Part 4

This is the fourth and final portion of the list.  Even taken together, the four parts may not be a complete list – every estate is and will be different from every other.  Some are fairly straightforward if you are … Continue reading

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Estate Administration in 500 Words or So – Part 3

Below is a continuation of the last two months’ “Estate Administration in 500 Words or …”.  The title is meant to illustrate that those very short (30 item) lists that are available on the internet do not contain enough information … Continue reading

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Estate Administration in 500 Words or More – Part 2

Below is a continuation of last month’s “Estate Administration in 500 Words or Less” entry – a title not meant to be serious.  As you can see, a short list is not enough. BENEFICIARIES – make a plan to provide … Continue reading

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Estate Administration in 500 Words or Less

This is a quick list of items that the executor should look at regarding the administration of an estate.  At all times keep an accurate record of all conversations, decisions made and actions taken, as well as all monies coming … Continue reading

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The Executor’s First Task – It May Not Be What You Think

Although the family often makes the funeral arrangements at the time of death, it is the executor who has the legal obligation to do so. Continue reading

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Distributions – Watch Your Language!

As the executor it is your duty to comply with the wishes of the testator as written in the Will.  It is therefore important that you understand what certain terms mean. The residue of the estate is “all the stuff … Continue reading

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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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