What sequential duties do Canadian executors typically perform?
From securing the last will through inventories, creditor notices, income-tax filings, and releases—executors owe fiduciary duties to the estate and beneficiaries alike.
Typical steps include securing property, notifying financial institutions of the death, opening an estate bank account, inventorying assets and debts, advertising for creditors where required, and keeping detailed records of every transaction.
Executors must act impartially between beneficiaries and cannot generally self-deal without disclosure and authority. When in doubt, they should seek court directions rather than guess.
Legalify documents describe wishes; executors still interpret them alongside accountants and lawyers as the estate unfolds.
Disclaimer: This page is for general education only and is not legal advice. Rules vary by province and change over time; speak with a qualified lawyer about your own circumstances.
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