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Are you managing the settlement of an estate?

First meeting checklist

When you meet with us, bring this:

Bring these documents:


What's an executor?

The responsibilities of an executor are to:

Immediate expenses


What’s probate?

How does probate protect me?

How is probate different in Quebec?

The estate settlement process

Make immediate arrangements

Contact the bank

Get probate

Manage the estate

More information

A mother and child hugging

Executor guide

Executor checklist

A grandmother and granddaughter looking through a photo album

Are you settling an estate in Quebec?

More information about estate settlement