Executor's Kit

The Executor's Kit is intended to help you gain a deeper knowledge of all the complexities of estate administration so that you can be better prepared and organized.


The Executor's Kit includes the following resources:


• Your Reference Guide to Settling an Estate

An easy-to-follow reference guide that will help you through the various steps involved in the estate settlement

process to support you in your executor duties.

• Estate Inventory Workbook

A tool that can be used to help an executor gather a comprehensive list of all information pertaining to the estate.

• What to Expect When You’re a Beneficiary

Outlines what to expect if you have been named a beneficiary and your options.