Description
Executor Support Package: Get Started, Stay on Track, Avoid Trouble
Being named an executor is like taking on a second full-time job. From locating documents to dealing with banks, taxes, and forms—it’s easy to miss something important.
The Executor Support Package is designed to support you from the moment you step into the role until the core administrative tasks are complete. This includes customized guidance, practical tools, and ongoing check-ins so you never feel lost.
Unlike full-service estate administration, this package does not include final distribution support, making it ideal for executors who need direction and reassurance through the early and middle stages.
✅ What’s Included:
- 60-minute initial consultation – to understand the estate, next steps, and your responsibilities
- Customized executor checklist – tailored to the estate size, structure, and local requirements
- Guidance on key tasks like:
- CRA clearance process
- Probate documentation and application
- Bank and financial account procedures
- Communication templates for beneficiaries – to keep things clear and professional
- Up to 3 follow-up check-ins (30 minutes each) – used as needed
➕ Optional Add-On: Executor Digital Organizer – $149 (helps you stay organized and document your work for co-executors, beneficiaries and professionals)
👥 Ideal For:
- First-time executors
- People managing probate and paperwork without a lawyer
- Executors who want to avoid unnecessary delays or errors
- Individuals who want peace of mind that they’re meeting legal and fiduciary obligations
💡 Why It Matters:
Mistakes made during estate administration can lead to delays, audits, or even legal consequences. This package helps you:
- Stay organized
- Meet deadlines
- Communicate clearly
- Fulfill your role with confidence
🔗 Want to understand what executors are legally responsible for? Learn more about executor duties.
🎓 Delivered by a Certified Executor Advisor (CEA)
You’ll receive professional, personalized support from Nancy Boisvert, a Certified Executor Advisor (CEA) and estate administration specialist. You’re not alone in this. Learn more about how we support individuals and families or watch our videos for insights.
⚠️ Please Note:
This package does not include support for financial reconciliation, final distribution, or full estate wrap-up. If you need help through to the end, consider upgrading to our Executor Ally Plus.
