Executor/liquidator checklist & kits
Artie, the executor helper™
ResourceOur free tools can help you understand the estate you’re settling and guide you through the various tasks involved.
Learn moreExecutor duties checklist
ChecklistPrepare yourself for the tasks involved in settling an estate with this step-by-step checklist.
Download checklistProbate checklist
ChecklistThis checklist can help guide you with the key tasks required for probate.
Download probate checklistExecutor/liquidator kit for settling an estate
KitDownload this free guide that will help you through the various steps involved in the estate settlement process.
Download free kitLiquidator duties checklist (Quebec only)
ChecklistPrepare yourself for the tasks involved in settling an estate with this step-by-step checklist.
Download checklistClient Stories
Expert handling of a long-distance settlement
Financial literacyRead Max’s story and how he was able to settle his friend’s estate while living in a different province.
Read moreThe value of having a partner to look after the details
Financial literacyRead Linda’s story and how we helped her protect her father’s estate.
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