Managing someone's estate is one of the most complex responsibilities you'll ever face — and most people do it for the first time with no preparation. This handbook walks you through every step, from the first 48 hours to final distribution, with Canadian-specific forms, deadlines, and province-by-province probate guidance.
Get Handbook — CAD $14.99 →Every section is written in plain language with Canadian-specific information, real dollar amounts, and actionable steps you can take immediately.
Understand your legal role, fiduciary duties, and what you can (and can't) delegate.
Secure the property, locate the will, and take the critical first steps to protect the estate.
Notify banks, Service Canada, CRA, and insurance companies — with exact steps and phone numbers.
Ontario, BC, Alberta, Quebec, and all 10 provinces — fees, timelines, and required forms.
T1 Final Return, T3 Estate Trust Return, and the Clearance Certificate process explained in plain language.
Banks, pensions, insurance, utilities — who to call, what to say, what documents they'll need.
Fair market value, digital assets, real estate, investments — how to find and document everything.
Scripts, timelines, and strategies for keeping family relationships intact.
Payment priority, final accounting, beneficiary release forms, and closing the estate.
What you're entitled to — and how to protect yourself legally.
When to call a lawyer, accountant, or estate professional — and what it should cost.
5 ready-to-use documents you can customize and send immediately.
Month-by-month roadmap from day one to estate closure.
Every template is written for Canadian use, customizable to your situation, and ready to send. No need to start from scratch.
Not generic advice you could find online. Specific, Canadian, and immediately useful.
Exact fees, timelines, and forms for all 10 Canadian provinces — not generic advice.
RC4111, TX19, T1013, ISP1200 — every form referenced by number with clear instructions.
Pre-written letters and communication templates that preserve family relationships.
Step-by-step instructions to claim the CPP Death Benefit through Service Canada.