Executor Success $395
(Coaching Session 120 minutes + Executor Workbook + My ArKive)
Ideal for Executors currently managing an Estate or wants to prepare in advance of need.
This comprehensive resource outlines 100+ tasks, from the first day to the final wind-down of the Estate.
In addition, we include:
- Asset Inventory Form: Compliant with Probate and CRA T1/T3 Tax Filing
- Accounting & Activity Form: Compliant with Canada Revenue Agency, Estate Administration Act
- Tax Checklist: T1 General, T1 Terminal, T3 Trust, Clearance Letter
- Liquidity Analysis: Market Valuation & Cash Liquidity
- Communication Scripts: Government, Financial, Creditor, Service Contracts, Beneficiaries
Outlines the contents of the workbook and resources, demonstrates the proper way to utilize them, and advises when to implement their use.
Coaching Session (120 minutes)
- Review your current situation and progress
- Identify Challenges and Solutions
- Set Next Action Steps
Coaching sessions are delivered in-person, over the phone or video conference at a time that works for you.
This digital resource is an interactive financial and estate planning tool that centralizes a broad range of personal information critical for an Executor to use in administering an estate.