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SERVICE LAW FIRM
78 Mary Street, P.O. Box 40, Stn. Main, Barrie, Ontario, L4M 4S9
Phone: (705) 737- 2123, Fax: (705) 737- 2194
ESTATE CHECKLIST
ESTATE ADMINISTRATION PROGRESS SHEET
Estate of
Date of Death
TASK
Executor/Administrator
Solicitor
Whose Responsibility
Whose Responsibility
X
Date Completed
X
Date Completed
PRELIMINARY MATTERS
1
Search For Prepaid Funeral Arrangements
2
Arrange Care For Pets
3
Arrange Care and Management of Livestock and Crops
4
First Interview between Executors and Lawyer
5
Review Will
6
Redirect Mail
cancel subscriptions
7
Cancel Health Insurance, Driver’s License, Credit Cards, Telephone & Memberships
8
Order Death Certificate, Notarial Copies made
9
Letters to:
Banks
Trust Companies
Insurance Companies
Credit Card Companies
Pension Trustee
Employer
O.H.I.P.
O.A.S. & C.P.P.
Brokers
10
Review all bank account records for direct debits and deposits - make alternate arrangements as necessary
11
Real Estate:
Secure properties
Pay expenses
Collect rents
Check tenancy agreements
Give notice
12
Review insurance policies for continuation of coverage
13
List Safety Deposit Box
14
Value Assets
15
Secure Assets
16
Prepare Inventory
17
List Name, address and date of birth of each beneficiary
18
Apply for Probate or Administration
19
Prepare Notarial Copies of Certificate as needed
20
Prepare Power of Attorney, Declaration of Transmission
21
Open Estate Bank Account
22
Close Deceased's Bank Account
23
Advertise for Creditors
24
Review Creditors' Claims
25
Review loan agreements, guarantees, leases, debts
26
Pay debts
27
Deliver specific assets to beneficiaries as per will
28
Sell assets to raise cash needed by estate
29
Prepare T-1 to date of death
30
Apply for Clearance Certificate to date of death
31
Pay Cash Legacies
32
Obtain Receipts and Releases from beneficiaries
33
Determine Plan of Distribution
34
Obtain Approval of beneficiaries
35
Transfer Assets and/or Cash to beneficiaries
36
Obtain Receipts and Releases
37
Prepare Final Accounts
38
Deliver Accounts to beneficiaries
39
Prepare final T-3 Return and request Tax Clearance
40
Obtain Tax Clearance
41
Make Final Estate Distribution
42
Close Estate Bank Account
43
Prepare Final Report Letter to Executors
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