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Empowering
Executors

We help Executors and families with the settlement of their loved one’s estate.

Challenges of
Being an Executor

If you have been chosen as an Executor but have no prior experience settling an estate, it may prove to be a daunting task.

Executors are empowered with authority, burdened with responsibility, and exposed to liability in the normal course of estate administration.

18 - 24 Months

Average time to settle an estate

$250K - $1M

The size of 33% of all estates

500+ Hours

Effort required to settle an estate

$25K - $50K

The average cost of funeral, legal and administrative expenses combined

58% of Executors

Have no awareness of their legal duties

Executor Stress

Caused by Administrative and Emotional
Issues

 An Executor has a fiduciary duty to the beneficiaries, when managing money and assets of the estate. This means that an Executor must demonstrate a higher standard of care for estate finances and assets, than they would with their own.

 

The consequence of an unintentional oversight can quickly result in personal liability. For example, if you fail to adequately secure and inventory the deceased’s assets, and items described in the Will mysteriously disappear, the beneficiaries may look to you for replacement or compensation.

 

While you are not expected to know everything when acting as an Executor, you are expected and entitled to hire professionals to help you throughout the estate settlement process.

Your first step is to empower yourself with guidance, knowledge and tools – beginning with a FREE Consultation.

HAVE YOU BEEN NAMED THE EXECUTOR OF AN ESTATE?

10 Critical Mistakes Made by New Executors

This guide will help you identify and avoid common issues before they happen.

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Why Engage an Executor Coach?

With an Executor Coach at your side, you will have:

GUIDANCE

Get guidance from someone who is knowledgeable, impartial and trustworthy.

UNDERSTANDING

Understand and embrace your role, authority and responsibilities.

CONFIDENCE

Speak confidently and effectively with beneficiaries, creditors and others.

PROTECTION

Protect yourself from the chance of costly errors and personal liability.

HONOUR

Honour the deceased’s wishes in support of the beneficiaries.

I encourage you to share a little about your current situation and concerns. Together we can determine how I can serve you and map out some next steps.

About Ron

Hi, my name is Ron Balachandra and I help Executors navigate the complexities of estate settlement.

After losing my mom to Cancer in 2010, I administered her estate over the next several years and in that time, learned a great deal about Executor duties, estate accounting, probate and taxation.

In the years that followed, I was often asked to help family members and friends with estate settlement challenges upon the loss of their loved ones. 

I soon recognized that I could leverage my experience to create a boutique business that serves the needs of Executors and families through the challenges of estate settlement.

Over the past few years, I have earned designations as a Life Insurance Advisor, Estate Planner, Certified Life Coach and Certified Executor Advisor (CEA). 

My mission is to empower individuals in their time of need, and I invite you to take the next step with me.

Our Solutions

Executor Coaching

1 ON 1 GUIDANCE

Executor Tools

STEP-BY-STEP GUIDES

Executor Services

TASK-SPECIFIC SUPPORT

Executor Coaching

Executor Coaching

1 on 1 Personalized Guidance through any estate challenges

Features:

$199

PER HOUR

100% Reimbursable Expense

Executor Tools

Basic Bundle

Everything an Executor needs to immediately begin estate settlement tasks.

$199

100% Tax Deductible Expense

Advanced Package

Tailored online settlement guidance plus ongoing support.

$699

100% Reimbursable Expense

Premium Suite

Personalized Coaching with online technology and ongoing support.

$999

100% Reimbursable Expense

Full List of Features & Benefits

  • Step-by-Step Instructions
    Easy to follow
     
  • 74-page guide
    Comprehensive
     
  • Task Lists
    Checkable to track progress
     
  • Key Concepts
    Understand context
     
  • Glossary of Terms
    Easy reference
     
  • Get started immediately

     

    _______________________
     
  • Understand Your Role and Responsibilities
  • Stay Compliant with Estate Settlement rules and timelines


Delivery Format: Downloadable PDF

  • 8 Financial Worksheets
    – Assets & Liabilities
    – Revenue & Expenses
    – Asset Distributions,
      and more…
     
  • 20 Communication Templates
    – Government: Provincial & Federal
    – Insurance & Financial 
    – Credit Bureaus
    – Beneficiaries, Creditors 
    – Subscriptions, Memberships,
      and more…

    _______________________

  • Establish Values for Probate and Tax filings
  • Track every Asset, Income and Expense
  • Accurate Reporting for Beneficiaries
  • Stay Compliant with Estate and Tax Rules

Delivery Format: Downloadable excel and word

  • Personal Identification
    Date of Birth, SIN

  • Family Information
    Spouse, Children

  • Personal Financial Accounts
    Bank, Investments

  • Professional Advisor Contacts
    Bank, Investments, Insurance

  • Social Media and Digital Assets
    Facebook, LinkedIn, Crypto

  • Username and Passwords
    Bank, utilities, subscriptions, social media

    _______________________

  • Save Time looking for Information
  • Centralized for quick access
  • Required for tax and probate tasks


Delivery Format: Fillable PDF

 

  • Probate
    – Simple Definition
    What it confirms
    When to Apply
    Complications
     
    _______________________
     
  • Income Tax
    – Returns of the Deceased
    – Returns of the Estate 
    – Tax Filing Dates
    – Clearance Certificates
  • Concise Summaries
  • Easy to Read
  • Foundational Knowledge

Delivery Format: Downloadable PDF

  • Online Estate Settlement Guide
    Customized Step-by-Step Task Lists
     
  • Digital Notifications of:
    – Government Applications & Notifications
    – Identity Theft Protection
    – Notifications to Equifax and Trans Union
    – Insurance and Pension Claims
    – Subscriptions and Account Closures
    – up to 100’s more…
     
  • Document Preparation of:
    – Government Death Benefits Applications
    – Survivor Benefits Applications
     
    _______________________
     
  • Access tasks and timelines
  • Avoid duplication of work through form automation
  • Reduce notifcation time by 98%

Delivery Format: Powered by Cadence

  • We Keep You On Track
    – Weekly task reminders
    – Concurrent activities

  • We Keep You Informed
    – Updates on relevant estate issues
    – Exclusive content
    – Resource links

  • We Keep You Encouraged
    – Unlimited Email Inquiries
    – Next-Day Response Guaranteed
    24 Week Support Period
     
    _______________________
     
  • Friendly reminders that keep you moving forward
  • Ask questions anytime you want
  • Receive personalized support during a difficult time.

Delivery Format: Sequenced Emails

  • Focused Coaching Sessions
     
  • Action Planning
     
  • Coaching Log
     
  • Virtual or In-person
     
  • Convenient Booking Times
     
  • 120 Minute Coaching Credit

    _______________________

  • Access specialized knowledge and insight
  • Share concerns in a neutral, unbiased environment
  • Increase personal confidence
  • Develop mental endurance
  • Create family harmony during a difficult time.

Delivery Format: Virtual, In-person, Phone or Emails

Executor Services

Envoy

Acting as your Agent, we can tackle challenging or time-consuming tasks

With our assistance, you will:

$150

PER HOUR

100% Reimbursable Expense

Tax Preparation

Complete preparation and filing of all tax returns required by the Income Tax Act

With our assistance, you will:

$150+

PER RETURN

100% Tax Deductible Expense

Commissioner of Oaths

Mobile Service to Your Door

With our assistance, you will:

$40

PER DOCUMENT

100% Reimbursable Expense

FAQ

Most frequent questions and answers

Executor Coach is a brand name and title given to an individual who has practical experience as an Executor and has earned the Certified Executor Advisor (CEA) designation. 

CEA’s have practical knowledge of everything the executor needs to know and are uniquely qualified to steer executors away from potential problems.

An Executor is responsible for arranging the funeral, reviewing the will, identifying the beneficiaries, settling the debts of the estate, paying taxes, and distributing the residue of the estate to the beneficiaries.

An Executor is a person(s) named in a Will who is in charge of administering the estate. 

The Executor has a fiduciary duty, or a higher standard of care because they have to manage and distribute money belonging to other parties. 

The testator is a person who has made a will. 

An Executor can receive 2.5% – 5% of the value of the estate assets as compensation for their work, subject to terms in the Will, a court order, or an agreement with beneficiaries.

A Will is a legal document that states who you want to receive your assets when you pass away.

No, the Executor is not personally responsible however must follow specific guidelines regarding the priority of payments to creditors and taxes. 

All the assets and liabilities of an individual at the time of death.

If you have already started the process of administering an estate, it is important to review the steps you have taken, check for anything you have missed and understand what lies ahead. 

The Basic Bundle includes resources that can help you self-assess your progress and plan your next steps in an organized and informed manner.

Executor Coaching sessions can provide valuable insight and guidance regarding estate administrative issues.

A beneficiary is a person or organization that is entitled to receive some advantage under a will, such as a gift of money, property or use of property.

Being an Executor comes with many responsibilities, therefore it is important to be prepared before the testator passes away. 

The Basic Bundle includes resources to help you and the Testator understand the responsibilities and potential liabilities of this role. 

Probate is the process whereby a court establishes the validity of a will. 

Probate is typically required by financial institutions and provincial land registry systems in order for the executor to take control of financial assets or change title to property.

Executors are empowered with authority, burdened with responsibility, and exposed to liability in the normal course of estate administration. 

With the Basic Bundle, you can understand what it takes to settle an estate and then select individual(s) you feel are most capable of taking on the role. 

A Coaching Session with you and your Executor can be invaluable to their success, once you have passed away.

STILL HAVE QUESTIONS?

Some concerns or personal situations cannot be fully explored until you speak with someone directly, so please take advantage of our Free Consultation.

Contact Us

You probably have questions, and we’d love to answer them. We know this is not an easy topic so please trust that we take every step to stay private, confidential and understanding. Our initial consultations are always FREE and we’re available anytime.

Simply fill out your information and we will contact you in a very timely manner.

GIVE US A CALL IF YOU HAVE ANY QUESTIONS…