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.
