Expert Executor Services to Simplify Estate Admin

Executor Services

Delegate with Confidence

As an Executor, your time is valuable. Delegate the details of estate administration to me and benefit from my expertise in efficient and effective support. You maintain full control over all decisions, freeing your time to focus on your priorities.

To make this process as smooth and efficient as possible, I offer:

  • Flexible & Tailored Support: Choose from one or all of 12 essential Service Offerings, covering all key areas of estate administration. Customize your support, from targeted assistance to comprehensive support.

  • Expert Guidance & Resources: Benefit from professional assistance, practical solutions, tools, templates, and access to a network of professionals.

  • Strategic Planning (Optional): For a more structured approach, consider a tailored Estate Administration Plan designed to meet your unique needs and provide a clear course of action for efficient estate administration.

  • Personalized Solutions: Explore my Service Offerings below to find the right fit for your needs.

Benefits

Having professional Executor support provides invaluable peace of mind during a challenging time, offering benefits such as:

  • Confidence: Expert support, clear processes, and task delegation reduce stress and minimize risk.

  • Efficient Settlement: Streamlined processes and efficient task handling save time and ensure a smooth settlement.

  • Control & Family Harmony: Stay informed and in control while promoting open communication and minimizing conflict.

Executor Service Offerings

All Executor Support Services

Estate Administration Plan

  • Comprehensive Estate Administration Plan: Support in developing a detailed roadmap for the estate administration process.

  • Clear Roadmap: Outlines necessary steps, including timelines and key milestones.

  • Strategic Resource Allocation: Provides guidance on effectively allocating resources throughout the process.

Funeral Arrangements

  • Funeral Arrangements: Coordinate with funeral homes and clergy/officiants, arranging services, and managing related details.

  • Memorial Support: Assist with obituaries, cemetery arrangements, flowers, transportation, and receptions.

  • Financial & Administrative: Track expenses and managing memorial donations.

Notifications

  • Personalized Notification Plan: Build a tailored, estate specific list of all parties to be notified.

  • Government Notifications: Notify federal/ provincial government departments.

  • Notification Tracking: Maintain records of all notifications sent.

  • Apply for Benefits: Apply for Death Benefit, Spousal CPP, GIS, Survivors Pension (Veterans Affairs) and more.

Debt List

  • Debt Review: Gather and examine financial records to identify outstanding balances.

  • Creditor Verification: Contact creditors to confirm amounts owed.

  • Debt Documentation: Create a detailed debt list with supporting records.

  • Legal Consultation: Support Executor in reviewing complex debts with a lawyer.

Asset Inventory

  • Gather Records: Collect financial, property, and insurance documents.

  • Identify Assets: Locate personal belongings (including digital), check safe deposit boxes, and contact institutions.

  • Document & Value: Create a detailed inventory with descriptions, locations, values, and supporting documentation.

Asset Safeguarding

  • Real Estate Safeguards: Implement measures to secure real property, such as changing locks, installing security system, and arranging for property management.

  • Personal Property Protection: Protecting personal belongings and valuables through inventorying, secure storage, and insurance.

Asset Valuation

  • Asset Valuation: Obtain accurate valuations of assets, often through appraisals or professional assessments, to determine their fair market value.

  • Working with Vendors: Act as the point of contact for approved appraisers, facilitating communication and ensuring services are delivered as agreed.

Probate Preparation

  • Prepare Probate Documentation: Prepare the necessary documentation for submission to a probate lawyer, as instructed.

  • Gather Supporting Documents: This may include gathering financial records, asset valuations, and family information.

Vendor Management

  • Source Vendor Quotes: Research and secure vendor quotes such as appraisers, auction houses, real estate agents, home inspectors, property managers, repair services, cleaners, junk removers, etc..

  • Vendor Liaison: Act as the point of contact for approved vendors, facilitating communication and ensuring services are delivered as agreed.

Financial Administration

  • Financial Record Keeping: Track income and expenses, including bank statements, invoices, and receipts.

  • Tax Assistance: Gather financial information for tax preparation.

  • Budgeting & Reporting: Develop the estate budget with cash forecast and prepare regular financial reports.

Beneficiary Communication

  • Beneficiary Support: Preparing information packages, drafting communications for executor review, and organizing beneficiary data.

  • Communication Planning: Assisting the executor in developing a beneficiary communication plan.

TeamUp’s role is behind the scenes.

Record Keeping & Reporting

  • Record-Keeping System: Support in setting up and maintaining a comprehensive record-keeping system for the estate.

  • Report Generation: Assistance in generating reports as needed.

Estate Administration Plan

Create Your Administration Plan Today

Essential for Every Executor

Whether you engage additional services or not, an Estate Administration Plan will significantly reduce the Executor burden by:

  • Providing Comprehensive Guidance: Breaking down estate administration tasks, from document gathering to beneficiary communication.

  • Ensuring Efficiency: Preventing oversights, reducing errors, and promoting efficient administration.

Get Started with Executor Services

1. Initial Consultation

  • Complimentary Consultation: Book a free consultation by phone or video conference.

  • Needs Assessment: We'll discuss your estate, administration needs, and any challenges you're facing.

  • Service Evaluation: We'll determine if my services are the right fit for your situation.

  • Q&A: I'll answer any initial questions you may have.

2. Collaborative Planning

  • Formal Intake Meeting: We'll schedule a follow-up meeting (in person or remotely) for a more in-depth discussion.

  • Detailed Information Gathering: This session will focus on gathering comprehensive information about your estate.

  • Needs Identification: We'll pinpoint the specific areas where you require support.

  • Prioritization & Task Assessment: We'll discuss your priorities and any particularly burdensome tasks.

3. Personalized Execution

  • Develop Scope of Work: I'll create a comprehensive scope of work with agreed-upon delegated tasks, timelines, and deliverables.

  • Scope of Work Review & Approval: You'll review the Scope of Work to ensure it meets your needs.

  • Task Execution & Communication: Upon your approval, I'll execute the tasks, providing regular progress updates and addressing any questions.