Executor
The Executor's First 30 Days
What to do immediately after being named executor — from securing assets to notifying institutions and filing the will.
12 min readDiscuss with an advisor
Estate planning resources
Tools and guides for every stage of the process
Whether you're just starting out or deep in the work, these resources are built around the questions real executors, beneficiaries, and estate professionals actually ask.
Guides
Step-by-step guidance
Practical walkthroughs written by advisors who have been through the process themselves.
Beneficiary
Understanding Your Rights as a Beneficiary
A plain-language overview of what beneficiaries are entitled to know, when they can expect distributions, and how to raise concerns.
8 min readDiscuss with an advisor
Legal
Navigating Probate in Canada
Province-by-province overview of probate fees, timelines, and what triggers the process — with guidance on when to seek legal counsel.
15 min readDiscuss with an advisor
Disputes
Dealing with a Contested Estate
How to recognize the signs of a dispute, what your options are, and how to protect yourself and the estate during a challenge.
10 min readDiscuss with an advisor
Executor
Estate Accounting Explained
What goes into an estate account, how to track income and disbursements, and what the passing of accounts process looks like.
11 min readDiscuss with an advisor
Executor
Communicating with Beneficiaries
How to keep beneficiaries informed, manage expectations, and reduce conflict through clear, documented communication.
7 min readDiscuss with an advisor
Still have questions?
These resources cover the common ground — but every estate is different. Book a session with an advisor who has navigated the same terrain.