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Difference between revisions of "Ten Steps to Being an Executor"
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Ten Steps to Being an Executor (view source)
Revision as of 01:12, 13 February 2016
, 01:12, 13 February 2016→What other things should I do right away?
Drew Jackson (talk | contribs) |
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* Cancel any credit cards. | * Cancel any credit cards. | ||
* Cancel any subscriptions and redirect mail to a safe location. | * Cancel any subscriptions and redirect mail to a safe location. | ||
* Apply for Canada Pension Plan death benefits. | * Apply for [http://www.servicecanada.gc.ca/eng/lifeevents/loss.shtml Canada Pension Plan death benefits]. | ||
* If the deceased owned a business, arrange for its ongoing management. | * If the deceased owned a business, arrange for its ongoing management. | ||
* If the will includes a '''trust''', take steps to ensure that the assets that form part of the trust are properly invested or kept in a safe place. | * If the will includes a '''trust''', take steps to ensure that the assets that form part of the trust are properly invested or kept in a safe place. | ||
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* filing annual trust tax returns, and | * filing annual trust tax returns, and | ||
* making payments to the beneficiary of the trust as directed by the will. | * making payments to the beneficiary of the trust as directed by the will. | ||
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== Step 4: Arrange the funeral == | == Step 4: Arrange the funeral == | ||