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Practical information to help you understand your options and plan your next steps.
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Closing the Estate’s Tax Story
Read guide: Closing the Estate’s Tax StoryThe executor believed the estate was almost ready to distribute. The house had been sold. The mortgage was repaid. The bank accounts had been closed,…
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The Executor’s Mailroom Strategy
Read guide: The Executor’s Mailroom StrategyThe executor expected the important estate documents to be stored in a filing cabinet. Instead, they arrived one envelope at a time. A rates notice…
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Opening the Safe Deposit Box After Death
Read guide: Opening the Safe Deposit Box After DeathThe executor found the key in a small envelope marked only with a number. Nobody knew what it opened. A few days later, a recurring…
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When a Creditor Appears After Death
Read guide: When a Creditor Appears After DeathThe executor thought every debt had been found. The mortgage was recorded. The final electricity account had been paid. Credit cards were closed, tax information…
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Managing an Estate Investment Portfolio
Read guide: Managing an Estate Investment PortfolioThe executor knew the deceased had invested carefully for decades. What they did not know was where everything was held. A drawer contained old share…
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Stopping the Estate’s Digital Money Leaks
Read guide: Stopping the Estate’s Digital Money LeaksThe first subscription charge looked harmless. It was less than twenty dollars and appeared on the deceased’s credit-card statement a few days after death. Then…
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Dividing the Treasures Without Dividing the Family
Read guide: Dividing the Treasures Without Dividing the FamilyThe executor expected the house to cause the biggest disagreement. Instead, it was a small jewellery box. One daughter believed a gold ring had been…
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When a Business Owner Dies
Read guide: When a Business Owner DiesThe executor discovered the problem on Monday morning. Employees were waiting to be paid. Customers were expecting orders. A supplier had stopped delivery because an…
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When a Family Protection Claim Freezes the Estate
Read guide: When a Family Protection Claim Freezes the EstateThe executor thought the difficult part was over. Probate had been granted, the house was sold and the estate account held enough money to pay…
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