Executor Ally Plus
Executor Ally Plus offers full-service support through the entire estate administration process, from probate through final distribution. If you want consistent guidance, expert tools, and one-on-one help so nothing gets missed and you don’t have to navigate the complexity alone, this service was created for you.
Whether you’re managing a complex or multi-jurisdiction estate, handling affairs from afar, or simply want peace of mind that everything will be done properly, Executor Ally Plus provides structured support every step of the way.
What Is Included
- 90-minute kickoff session to review the estate, clarify responsibilities, and map out the administration timeline
- Monthly 45-minute check-in sessions (up to 12 months) to help you stay on track as the estate progresses
- Support with probate applications and necessary legal steps to open the estate
- Handling CRA filings and final tax returns related to the estate
- Assistance with bank accounts, investment accounts, insurance claims, and pension benefits; coordination with financial institutions as needed
- Final asset distribution and recordkeeping to beneficiaries or estate accounts
- Communication templates to help you send clear, professional updates to beneficiaries and interested parties
- Executor tools including checklists for each phase of administration and documentation-tracking templates
- Email support between sessions for quick questions or help with forms
Who This Service Is For
This service is ideal for:
- Executors handling larger, complex, or multi-jurisdiction estates
- First-time executors who want confidence, clarity, and structured support throughout the process
- Executors living out of province or far from the estate location, requiring flexible, ongoing support
- Families seeking to minimize risk, stress or conflict during estate administration
- Anyone who wants professional guidance at every step to ensure nothing is overlooked and compliance is maintained
Why This Service Matters
Administering an estate involves legal, financial, tax, and administrative tasks. This includes probate, tax filings, asset distribution, communication with beneficiaries, and working with financial institutions. These responsibilities often arise during a time of emotional stress. Without guidance or experience, it is easy to miss deadlines, overlook important paperwork, or feel uncertain about next steps.
Executor Ally Plus provides structured support, expert guidance, and practical tools so you can focus on what matters while knowing every detail is being managed properly. You are not simply completing tasks. You are fulfilling an important role with clarity, confidence, and care.
How This Service Works
- The process begins with a 90 minute kickoff meeting to review the estate, understand the documents, and outline the administration plan
- Monthly check in meetings provide structured guidance and help you complete tasks in the correct order
- Email support is available for brief questions that arise between scheduled meetings, within the scope of the service
- Guidance is provided on when to involve legal, tax, or financial professionals to ensure all requirements are met
- Support continues through each stage of the estate administration process, from probate to final distribution
All services are provided by a Certified Executor Advisor, offering knowledgeable and compassionate support throughout each stage of estate administration.
Next Steps
If you are ready to move forward with executor support or want to discuss whether Executor Ally Plus is the right fit for your estate, please reach out to schedule a conversation.
Disclaimer: NEXsteps provides education, guidance, and organizational support for estate planning, executor readiness, and full estate administration support. These services are not legal, financial, medical, or tax advice. Please consult appropriate licensed professionals for legal or financial matters specific to your situation.
