20 апр. 2012 г. · This checklist is intended to provide you with guidance in some of the steps you may need to take as an administrator/executor of an estate.

We've put together a checklist to help executors complete all the necessary tasks and responsibilities.

This guide provides general information about the role of the executor, fees, and a checklist of assets that typically an executor would deal with when.

Click the blue button for the checklist of tasks for an executor to perform, as a printable PDF.

This checklist outlines typical duties, responsibilities and obligations that an executor must take to settle the estate. It is recommended that you consult ...

1. Gather the required information and documents · 2. Assess the estate's assets and liabilities · 3. Take care of administrative details · 4. Distribute the ...

Cancel Child Tax Benefit (Revenue Canada 1-800-387-1193). ❑ Cancel GST cheques (1-800-959-1953). ❑ Check for and arrange rollover or transfer of RRSP/RRIF.

□ Contact Canada Revenue Agency (CRA) to cancel GST and child tax benefits, if applicable. □ Arrange for valuing assets – determine market value as a date ...

Make a list of all the assets and liabilities. List all property, real and personal, all debts, including when they must be paid, and all beneficiaries of the ...