So You’ve Been Appointed Executor

This is intended for a Canadian audience.

ISBN: 978-1-77040-334-5

Number of pages: 152

Be prepared for this important job and understand your role in dealing with tax issues, handling bills and debt, and preparing an estate sale. This new edition includes updates to new legislation and probate tax revisions. Also includes updated dates and values in the examples section and added new info about TFSA's.
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The executor’s job is much more involved than you might initially believe. At its simplest, the executor’s role involves documenting assets of the deceased, paying the bills for the estate, and distributing assets to the rightful beneficiaries. These in themselves are not simple tasks, and there are many more to come.

So You’ve Been Appointed Executor gives you an introduction to the predictable and unavoidable issues that each and every executor will face regardless of the size of the estate. This book not only explains what you need to know when you are appointed executor, but it also helps you choose the best executor for your own estate.

Learn about the eight duties of an executor and how they apply to the estate to which you have been appointed. Also included is information about various estate experts and resources available to you to help make your job as executor easier. Some of the most commonly asked questions answered in this book are the following:

• How do I notify the necessary people and institutions of the death?
• Where do I search for the will?
• How do I take control of the deceased’s assets?
• What kind of inventory do I need to keep?
• How do I prepare the probate application?
• How do I establish estate accounts?
• When can I distribute assets to the beneficiaries?
• How do I go about paying estate debts and taxes?

More Information
Publication Date Jun 14, 2021
Market Canada
About the Download This book contains a link (or URL) that needs to be typed into your web browser's address bar. Enter the link to view the Updates Page. Click on 'Download the Forms' to download the Forms Kit. It will be in a ZIP file format and needs to be unzipped (or extracted) to access the files inside.
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Edition Fourth Edition
Pages 152
Size 8 x 10
ISBN 978-1-77040-334-5
UPC 069635403341

Author Details - Tom Carter, BA, MA, LLB and Elyssa Lockhart, JD

Tom Carter, BA, MA, LLB, operated a private law practice for nearly 20 years, dedicated to meeting the complex legal needs of our aging population. His specialization included wills and estates, incapacity planning, and adult guardianship and trusteeship. In 1998, he closed the practice to take a position as a senior trust officer and estate consultant with Canada Trust, and taught law at Grant MacEwan University in Edmonton. Carter has been an instructor for the Alberta Bar admission course (wills and estates) and has published several articles on aging and relevant legal issues.

Elyssa Lockhart, JD, has been practicing law for more than 18 years, focusing on succession of business assets, estate planning, and estate administration. A sought-after speaker, she has given presentations at women’s conferences, legal seminars, and BC Business Thought Leadership events, and has held positions such as president of the Mission Regional Chamber of Commerce, member of the Board of Governors with the University of the Fraser Valley, and director of the BC Winter Games (2014).

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