Executor Support Review Services Before the Passing of the Testator (Issuer of the Will)

  • Optional Distribution calculations with current figures like a Fire Drill to ensure that Estate objectives are still being met.
    Our experienced professionals conduct optional distribution calculations using current figures. This process acts as a “fire drill” to verify that the estate objectives are still being met effectively. We meticulously review the distribution plan, making sure it aligns with the wishes outlined in the will and meets the legal requirements.

    • They are willing and able to fulfill their responsibilities.
    • They understand their responsibilities.
    • They are aware of third-party support services.
  • Review of the Will with the Testator and the Executor or Executrix to ensure.
    We prioritize a comprehensive review of the will with the testator and the executor or executrix. Our objective is to ensure that they fully understand their roles, responsibilities, and obligations as outlined in the will. We also make certain that they are aware of the various support services available to them throughout the process.

    • They are willing and able to fulfill their responsibilities.
    • They understand their responsibilities.
    • They are aware of third-party support services.
  • Documentation of all relevant information
    Our team assists in meticulously documenting all relevant information about the estate. We compile and organize essential details, including bank and investment account information, real estate holdings, other assets, as well as mortgage and other debt obligations. We also provide a comprehensive list of people and professional advisors who should be contacted during this time.

    • Bank & Investment Account details
    • Real Estate Holdings
    • Other Assets
    • Mortgage and other debt obligations
    • People to contact.
    • Professional Advisor details
  • Review immediate matters on a passing like tissue donation etc.
    In addition to the legal and administrative tasks, we offer support in reviewing immediate matters that arise after the passing. This includes addressing considerations such as tissue donation and ensuring that any specific funeral arrangements mentioned in the will are followed.
  • Review of Funeral Arrangements
    Executor Support recognizes the significance of funeral arrangements in honoring the memory of the deceased. We thoroughly review the will to ensure any specific funeral wishes outlined by the testator are understood and followed. Our team can guide you in selecting a funeral home, coordinating the service, and handling related financial considerations.
Book A Free Consultation

We understand that losing a loved one is never easy, and it can be overwhelming to navigate the legal and administrative tasks that follow. That’s why we are here to help. Our team provides comprehensive services to assist you with everything you need after a testator passes, tailored to meet your unique needs and requirements. Let us take care of the details so you can focus on what matters most during this difficult time.

At Executor Support, we are committed to providing compassionate and reliable assistance, allowing you to focus on what matters most during this difficult time. Let us handle the intricate details of estate administration, ensuring compliance with Canadian law and honoring the wishes of the testator. Contact us today to schedule your free consultation.