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Duties and Liabilities of Executors PDF Print E-mail

The Executor, also known as a personal representative, is responsible for administering the estate of the deceased. Below are details of the more important duties that may be involved.

  • arranging and paying for the funeral;
  • reviewing and understanding the will;...
  • locating, understanding and filing claims for any life insurance;
  • attending to day-to-day matters: 
    • re-routing mail- destroying charge cards;
    • cancelling subscriptions;
    • co-op equity payout etc.;
  • getting information on the beneficiaries and family members names, addresses, birth dates etc.;
  • getting information in order to inventory the estate;
  • locating bank accounts, safety deposit boxes, notifying the banks of death;
  • contacting the employer to collect any unpaid wages and benefits;
  • valuing the estate as at the date of the death, obtaining appraisals if needed;
  • arranging for storage of assets;
  • making a list of the deceased’s liabilities;
  • seeing a lawyer to probate the will;
  • filing claims for government benefits (CPP etc.);
  • opening estate bank accounts, paying debts;
  • scheduling the cash needs of the estate;
  • deciding if assets need to be sold (ensure that the terms of the will are complied with);
  • filing tax returns (see an accountant);
    • Note: beneficiaries should not be paid until a Tax Clearance Certificate is obtained otherwise you are personally liable for the tax payable;
  • tax planning post death (consult a tax expert if necessary).