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.

Executor Workbook

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

Video Tutorial

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)

Coaching Process:

  1. Review your current situation and progress
  2. Identify Challenges and Solutions
  3. Set Next Action Steps

Coaching sessions are delivered in-person, over the phone or video conference at a time that works for you.

My ArKive

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.

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