A complete estate executor checklist and organizer — everything an executor needs to settle an estate, gathered into one clear, printable digital binder. Being named executor of an estate is an honour, but it comes with a long list of responsibilities that most people have never had to navigate before. This binder was designed to guide executors through every step of the process, from the first days after a death through the final distribution of the estate — without missing anything important. What is included in this digital binder: Executor Duties Overview A plain-language explanation of what an executor is legally responsible for in Canada, what the timeline typically looks like, and when it is appropriate to engage a lawyer or accountant. Immediate Action Checklist - First Days The critical tasks that must be handled within the first days after a death — locating the will, notifying key parties, securing the property, and arranging the funeral. Clearly prioritized so nothing falls through the cracks during an overwhelming time. Legal and Probate Checklist Step-by-step checklist covering the probate application process, court filing requirements, deadlines, and how to deal with institutions that require probate before releasing assets. Financial Accounts Inventory A structured record form for documenting every financial account — bank accounts, investment accounts, RRSPs, TFSAs, pensions, life insurance policies, and outstanding debts. Includes fields for account numbers, institutions, contact details, and status. Property and Real Estate Checklist A checklist and record form for handling real estate — mortgage details, property tax, utility transfers, insurance, sale or transfer of title, and what to do with the contents of the property. Digital Assets and Online Accounts A record form for email accounts, social media profiles, subscription services, online banking, cloud storage, and cryptocurrency — including instructions for memorialization or closure requests. Beneficiary and Distribution Tracker A structured form for recording each beneficiary, their entitlement, the assets or amounts distributed, and the date and method of distribution. Essential for the executor's records and for resolving disputes. Tax and Final Return Checklist A checklist covering the deceased's final tax return, the estate tax return, CRA notification, GST and benefit overpayment clawbacks, and T3 trust filings. Government and Institution Notification Checklist A comprehensive list of every government agency and institution to notify — Service Canada, CRA, CPP and OAS, provincial health insurance, passport office, financial institutions, utilities, and more. With contact details and a status column to track progress. Executor Expense and Compensation Record A log for tracking all estate expenses and any executor compensation taken, with notes on documentation requirements for accounting purposes. Final Estate Accounting Template A simple template for preparing the final accounting to present to beneficiaries — showing all assets, liabilities, income, expenses, distributions, and the executor's compensation. Print it, fill it in by hand, or complete it digitally in PDF or Word format. All sections are clearly labelled with space for notes. This is a digital product. You receive the complete binder instantly as a print-ready PDF and an editable Word document. By Saylast.