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Welcome to Executor Depot, where you'll find everything you need to prepare, and to settle, Canadian estates.
You'll find the services you need based on your role in the estate transfer process. If you're preparing your own estate, you're called a 'Testator'.
If you're settling someone else's estate, you're called an 'Executor', or 'Estate Trustee' in Ontario, or 'Liquidator' in Quebec, but we just use the term Executor to keep it simple.
Lastly, if you'll be receiving proceeds from an estate, you're called an 'Heir', and we have some terrific tools for you as well.
If you're looking for additional services, our trusted partners have been vetted to ensure excellence, professionalism and fair pricing.
Regardless of your role, if you have any problems or questions, you can contact a Certified Executor Advisor with the specific expertise you need, in your province or territory, either by phone or email.
If you're preparing your estate, the Testator Program will walk you through all the steps to consider, such as who best to appoint as your executor, how to minimize taxes, and how to make everything as easy as possible for your family. Your executor will thank you!
If you're settling an estate, the Executor Program will help you assess the personal risk you're taking on, whether to obtain Executor Insurance, and what your options are to get the help you need.
For estate administration, you'll be able to quickly find forms, letters, contact information, and which documents are needed, for everything from government to banking, and even all the online accounts!
If you're receiving proceeds of an estate, the Heirs section has answers to all your questions about the settlement process, and even how to get an Inheritance Loan.
Most people only receive lump sums once or twice in a lifetime. The Heirs Program shows you how to be smart with your money, whether you're better to invest or pay down debt, how to reduce taxes and avoid high investment fees.
Everyone will enjoy our proprietary estates-focused calculators, designed for everything you need.
Log in now to get access to all of the tools and resources! Do-it-yourself online estate preparation and settlement services are now available in Canada!
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