Executor Checklist

This checklist outlines some of duties of executors. It is a non-exhaustive list for information purposes only, and is intended to give a sense of the types of tasks an executor will have to do.

  • Find out if there is a will.
  • Secure any property or other valuables of the deceased
  • Make arrangements for the deceased’s remains (organ donation, cremation, etc.)
  • Notify any beneficiaries listed in the will
  • Make arrangements for any dependents
  • Make arrangements for any pets
  • Arrange the funeral or memorial service
  • Meet with an estates solicitor
  • Cancel any subscriptions (magazines, television, etc.), memberships, or credit cards held by the deceased
  • Cancel the deceased’s driver’s licence and any other applicable government identification
  • Make a list of all assets held by the deceased. This might include businesses they owned, money in bank accounts, insurance policies, investments, real estate, and tangible goods (e.g. jewelry).
  • Where necessary, have the deceased’s assets appraised to determine their value.
  • Where necessary, have the deceased’s assets managed or safely stored
  • Where necessary, collect any income generated by the deceased’s assets
  • Make a list of all of the deceased’s debts
  • Advise financial institutions, insurance companies, utilities, landlords, etc. of the death
  • Apply for Letters Probate
  • Advertise for creditors
  • File income taxes for the deceased
  • Obtain benefits, such as benefits from insurance contracts, the Canada Pension Plan, etc.
  • Pay any remaining bills, property taxes, mortgage payments, income taxes, funeral expenditures, and other debt obligations of the deceased
  • Resolve any outstanding legal claims against the estate
  • Convert the assets of the estate to cash
  • Obtain a tax clearance certificate from Canada Revenue Agency (CRA)
  • Prepare a final report and distribute the assets of the estate to the beneficiaries in accordance with the will.
  • Claim the executor’s fees