. . . we bring the pieces together
Help for Executors
Executor Helpers
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Being named as someone's executor is a honour but also a huge responsibility. We can help!
As an executor, you will be required to make a seemingly endless amount of decisions while grieving the loss of a loved one. It may seem overwhelming at the start, but our Reference Guide for Executors will help you through your duties in a logical sequence.
When First Asked
If possible, organize when you are first asked to assume the role of executor. As we quickly become a paperless, online society, obtaining the information while the person is alive, is crucial.
Ask if the individual has a digital estate plan? If not, strongly suggest they create one (refer to the Pre-Planning Your Estate section on our website).
It may seem like a difficult task, but they know the information and where it is located. This is much easier than having an executor try to find out the details once the person is gone. Plus, it may be the only means by which beneficiaries will be able to claim these assets.
Executor Helpers (780) 819-7769
. . . we bring the pieces together
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