You may be planning ahead.
You may have been named an executor.
You may be helping a parent get things organized.
You may be dealing with a recent death and looking at a list that seems to get longer rather than shorter.
Or you may simply know there are things you should deal with and have been putting them off.
You don't have to have everything figured out before asking for help.
We can start with what's happening, what needs attention and what would make things easier.
Who might an executor need to contact?
Depending on the person’s circumstances, an executor may need to communicate with:
Family and beneficiaries: co-executors, beneficiaries, relatives and dependents
Legal and financial professionals: an estate lawyer, accountant, financial advisor, banks, investment firms and pension administrators
Government offices: the probate registry, Canada Revenue Agency and, where relevant, Service Canada or provincial benefit offices
Property and insurance contacts: real estate agents, appraisers, landlords, property managers, mortgage lenders and insurance companies
Household providers and creditors: utilities, phone and internet providers, employers, lenders and other creditors
Personal and care contacts: funeral providers, doctors, pharmacies, care homes, caregivers, veterinarians and pet-care providers
Digital contacts: cell phone, email, social media, cloud storage, online banking and payment services, websites, digital subscriptions and other online accounts
Every estate is different. Some of these contacts may not apply, and others may need to be added.
After Loss Canada is currently a division of Organize Anything. After Loss Canada provides practical organization, administrative support, coaching and coordination. Legal, accounting, tax, investment and other regulated professional advice should be obtained from the appropriate qualified professional.