When First Asked

If possible, organize when you are first asked to assume the role of executorAs 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.

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.

Help for Executors

Executor Helpers

. . . we bring the pieces together

Contact Us for more information.


Services We Offer:

  • Collect and organize critical data.
  • Help safeguard residence and assets.
  • ​Sort and prepare household items to keep, donate, dispose and/or sell.
  • Arrange for third-party pick-up and removal of items to be donated, disposed and/or sold.
  • Determine the best method to dispose of uncommon items (guns and ammunition, propane tanks, machinery, etc.).
  • Determine the best method to sell items (auctions, online, consignment shops, estate sales, etc.).
  • Digitize photographs so they are preserved and can be shared with all interested parties.
  • Create memory books of special items that beneficiaries can't keep or don't want to keep.
  • Find new homes for inherited items. This is more important than you may think. ​