The Canadian Executor’s Guide
  • Introduction to Being an Executor
  • First Steps After Death
  • Understanding the Will and Probate Process
  • Identifying and Protecting Estate Assets
  • Handling Estate Liabilities and Debts
  • Taxes and the Estate
  • Distributing the Estate to Beneficiaries
  • Executor Compensation and Duties
  • Working with Professionals
  • Special Considerations for Complex Estates
  • Common Pitfalls and How to Avoid Them
  • Legal Challenges and Litigation Risks
  • Finalizing the Estate
  • Executor Resources
The Canadian Executor’s Guide

Introduction to Being an Executor

First Steps After Death

Understanding the Will and Probate Process

Identifying and Protecting Estate Assets

Handling Estate Liabilities and Debts

Taxes and the Estate

Distributing the Estate to Beneficiaries

Executor Compensation and Duties

Working with Professionals

Special Considerations for Complex Estates

Common Pitfalls and How to Avoid Them

Legal Challenges and Litigation Risks

Finalizing the Estate

Executor Resources

Heritage Trust

Canadian Executor Guide Resources

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Caregiving
A Place for Mom

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Caregiver Brochure

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Caregivers - Benefits Finder

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Caregivers - National Institute on Aging

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Caregivers Alberta

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Caregivers Nova Scotia

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Caregivers of British Columbia

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Caregivers Ontario Organization

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CareMakers Foundation

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Financial
Annuities

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Barron’s – Planning Retirement Around Your “Biological” Age

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BMO Single in Retirement Article

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Canada Gives

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Canada Pension Plan Statement of Contributions

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Canadian Bankers Association

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Canadian guidelines for budgeting

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Canadian Life and Health Insurance Association

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Canadian Retirement Income Calculator

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Capital Gains

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Comfort life - Guide to Retirement Home Costs

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CPA Canada

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Credit Canada - Budget Planner and Expense Tracker

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Credit Canada – Debt Solutions

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CreditKarma

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CSA Pre-retirees fraud

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Desjardins - Personal inventory of assets and important documents

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Disciplined list - Canadian Securities Administrators

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Elder Financial Abuse

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FCAC Budget Planner

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FCAC Housing Options for Seniors

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FCAC Loans and lines of credit

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FCAC Making a Budget

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FCAC Understanding Insurance Basics

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FCAC Your Retirement Financial Checklist

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Fiscal Agents

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Fraud Protection

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Get Smart About Money

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Get Smarter About Money –Retirement Budget Calculator

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Government of Canada - Employer Pension Plans

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Government of Canada – Debt and Borrowing

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Government of Canada – Doing taxes for someone who died

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Insurance Bureau of Canada

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Knowledge Bureau - RWM™ Designation

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Knowledge Bureau – Cross Border Taxation Certificate Course

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Knowledge Bureau Report

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Money.ca – Best Budgeting Apps in Canada

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MoneySense, Jason Heath, February 2020

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My Money Coach Budget Calculator and Spreadsheet

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Pacific Blue Cross – Retirement Insurance

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Philanthropic Foundations Canada

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Policy advisor

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Protection from frauds and scams

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Provincial consumer affairs offices

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RBC – The Family Inventory

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Recognize and prevent financial elder abuse

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Registered Pension Plans - CRA

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Registered Retirement Income Fund - CRA

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Registered Retirement Savings Plan – CRA

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Retirement Income Calculator – CRA

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RRSP Options

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Seniors - budget

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Star Canada – Carsharing

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Star Canada – Transportation Options for Seniors

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Supportive Housing for Seniors

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Types of Fees - Canadian Securities Administrators

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Government Benefits
Canada Pension Plan Benefits Overview

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CPP Death Benefit

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CPP Help to return form

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CPP Statement of Contributions

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Government of Canada – Death Benefit

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Provincial Tax Credit Program

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Qualifying for Old Age Security

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Seniors - programs and services

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Table of Benefit Amounts

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Health
Alzheimer Society of Canada

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Alzheimer’s Association Canada

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Canadian Coalition for Seniors Mental Health

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Canadian Hospice and Palliative Care Association

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Centre for Addictions and Mental Health (CAMH) - Alzheimer's Disease or Dementia

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Dementia - Health Canada

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Dementia - Living Well with Dementia

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Dementia In Canada

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Dying with Dignity – Education and Resources

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Grieving Supports

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Grieving Supports (Ontario)

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Health Canada End of Life Care

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Health Canada Respite Care

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Organ donations

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Transitions to long-term and residential care among older Canadians

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Legal
Choosing an Executor

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Choosing an Executor of an Estate

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Death Certificates - Ontario

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Estate Planning Checklist for Canadians

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Executor Duties Checklist

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GenYMoney Blog - End of Life Planning Checklist Canada

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Government of Canada - Exploring the Role of Elder Mediation in Preventing Elder Abuse

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Government of Canada – Represent someone who died

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Legal Wills.ca – Probate in Canada

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Will Power – Calculate your Legacy

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Miscellaneous
Before It’s Too Late: the Estate Organizer for Canadians

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Farewelling (U.S.)

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Funerals

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