Executor Essentials
Being named an executor can feel overwhelming. Executor Essentials offers you a structured, informed starting point, with clear time-limited support to help you navigate the early and middle stages of estate administration with confidence.
If this is your first time acting as executor, or if you want to ensure nothing critical is overlooked, this service will help you avoid missed deadlines, incomplete documentation, and unnecessary stress. You receive expert guidance, tailored tools, and follow up support within a defined time frame.
What Is Included
- 60 minute initial consultation to review the estate, clarify your responsibilities, and outline next steps
- Customized executor checklist tailored to the estate’s size, complexity, and provincial requirements
- Guidance and practical support for key tasks, which may include:
- Preparing for probate or surrogate court applications
- Understanding CRA requirements and planning for final and trust returns
- Communicating with banks, investment firms, insurance providers, and other institutions
- Communication tips and sample wording to help you update beneficiaries in a clear and professional way
- Up to three 30 minute follow up meetings, scheduled as needed within an agreed time frame after the initial consultation
Who This Service Is For
This service is ideal for:
- First time executors or individuals who have never managed an estate before
- Executors who want a clear starting point before beginning court or probate processes
- People seeking peace of mind that they are meeting their obligations properly
- Family members supporting an executor who want clarity and structure during a difficult time
- Anyone who wants confidence, organization, and professional guidance in fulfilling executor duties
Why This Service Matters
Acting as an executor can feel like taking on a second job at a time when you may also be dealing with your own grief and responsibilities. There are forms to complete, assets to identify, institutions to contact, and legal requirements to meet. Without guidance, it is easy to feel uncertain or worry about making a mistake.
Executor Essentials helps you bring order and structure to the process by ensuring you have:
- A clear understanding of your role and responsibilities
- A prioritized list of what needs to be done first and what can wait
- A customized checklist to keep you on track
- Time limited follow up support so you can ask questions as you move forward
How This Service Works
- An initial 60 minute consultation to assess the estate, review the will and key documents, and clarify your responsibilities
- Creation of a tailored executor checklist and action plan based on the specifics of the estate
- Guidance on approaching probate or surrogate court, working with professionals, and communicating with beneficiaries
- Up to three 30 minute follow up meetings that you can schedule as you progress through the early and middle stages of the estate administration process
- Optional referrals and organizational tools, such as the Digital Executor Organizer, if you choose to add them
All services are provided by a Certified Executor Advisor, offering knowledgeable and compassionate support throughout the process.
Next Steps
If you have recently been named as an executor, expect to take on that role, or simply want to prepare ahead of time, Executor Essentials will give you the clarity, tools, and support you need to begin with confidence. Contact NEXsteps to discuss Executor Essentials.
Disclaimer: NEXsteps provides education, guidance, and organizational support for estate planning, executor readiness, and estate administration preparation. These services are not legal, financial, medical, or tax advice. Please consult the appropriate licensed professionals for advice specific to your situation.
