Executor / Executrix Check List
The following are steps which are often taken after a death occurs. The purpose of this document is to draw attention to some of the details that will need to be addressed. It is not intended to be thorough and complete. You are encouraged to seek legal council.
- Locate the will.
- Determine whether there are any special funeral directions.
- Make funeral arrangements. Arrange for copies of Certificate of Death or Funeral Director’s Statement of Death.
- Review the deceased’s financial affairs.
- Appointments: Coroner, Notary, JP, MC
- Notify Relatives, Friends, Others
Protect the Estate
- Ensure safe custody of personal valuables.
- Secure and protect important documents. (Property, mortgages, share certificates, bonds, debentures and guaranteed investment certificates.)
- Apply to the Estates Court for Probate. (This means getting the Will authenticated so assets may be sold or transferred.)
- Confirm whereabouts of beneficiaries.
- Redirect mail at Post Office. Register change of address.
- Land Titles
Cancellations / Changes
You may need copies of the Funeral Director’s Statement of Death or Certificate of Death to notify these offices, arrange for bill payment from the estate, cancel or change name of account holder: Obtain these from your funeral director or Vial Statistics Office.
- Health Insurance Coverage’s. Provincial, Territorial, extended health packages
- Life Insurance
- Driver’s License
- Vehicle Registration
- Internet / E-mail
- Electric / Utilities
- Cable / Satellite
- Memberships- associations, clubs
- Other credit cards.
*Please note: outstanding balances on credit cards, bank credit lines, loans and mortgages may be covered by insurance. Before you pay the outstanding amount, check to see if it is insured.
- Credit Bureau
- Subscriptions: newspaper, magazines
- Rental / lease agreements
Value the Estate
Contact the following to determine assets and liabilities and find out if a notarized or an original Certificate of Death is required:
- Financial Institutions: Banks and Credit Unions
- Brokers/ Stock Brokers
- Insurance Companies
- Business Partners
- RRSP/ RRIF Trustees
- Advertise for creditors
- Canada Pension Plan- To apply for death/survivor’s benefits
- Canada Revenue Agency- Preparation of tax returns and Certificate of Clearance
- Old Age Security pension
- Child Tax Credit
- Pensions: Employee, Military, CPP
- Schools / College / Institutes
- SIN #
- Passport Canada- to cancel Canadian passport
- Associations, Unions, Societies
- Citizenship and Immigration- to cancel Canadian Citizenship card
- Church / Synagogue / Temple
- Dentist, Doctor, Chiropractor, other Health Practitioners
- INAC / DIAND/ AANDC
- Department stores
- First Nation- re entitlements or claims under Self-Government Agreement
- Health Care
- Hospital- to obtain personal effects, information
- Social Media- e.g. Facebook, Twitter
- Obtain forms from the Supreme Court of Yukon to apply for Grant of Probate
- Complete all forms required for filing in court
- Requisition (Form 4)
- Affidavit of Executor (Form 72)
- Affidavit of Notice of Application (Form 73)
- Notice of Application for Probate or Administration (Attached to Form 73)
- Grant of Probate (Form 115)
- Arrange to meet with a notary to swear completed court documents
- File notarized documents with the court