Learning Centre

Why Estate Settlement Matters for Funeral Service Professionals

Funeral service professionals wear many hats, handling transfers and disposition, preparing the deceased, arranging services, and offering emotional support. So why should they care about estate settlement, on top of all that? In this blog post, we explore this type of aftercare and its benefits for funeral homes and families.

The Pros and Cons of Executor Checklists

Most funeral directors have seen or provided some kind of Executor Checklist at some point in their working lives. In this post, we look at the merits and drawbacks of these documents, recognizing their value as helpful starting points for families and executors.

The Administrative Burden of Death

Does the loss of a loved one create administrative burdens for the bereaved? If so, what are the costs and how can they be minimized? In this post, we explore the interactions between executors and bureaucratic systems by looking at research in public policy, sociology, and death, dying and bereavement.

Tackle Post-Death Paperwork With These Six Strategies

The paperwork required in settling a loved one’s estate can be overwhelming. Thankfully, the science of procrastination and goal-setting gives us evidence-based strategies that can help. Here are six strategies for tackling post-death paperwork without getting overwhelmed.

How to Locate Unclaimed Assets in Canada

After the passing of a loved one, it is common for their assets to go unclaimed. In Canada, an asset becomes unclaimed after no activity has been generated (or contact with the owner) for one year or longer.

What Is Probate and Do I Need It?

Probate refers to a court-supervised process for administering an estate and distributing the proceeds of the estate. Letters Probate formally recognizes that a Will is valid and that an estate representative is entitled to deal with the estate. The process can take up to one year to complete.

Find your local probate court in Canada

The local courthouse that administers applications for probate can be a wealth of knowledge. Therefore, we have provided links to all Canadian provincial and territorial offices for you.

Can’t find a will? This is what happens.

It is important to note what happens to the deceased’s assets when there is no Will. If there is no Will or the Will is not valid, the person is considered to have died “intestate.” This means there are no instructions the family can follow to distribute the estate. As a result, each province/territory has specific laws that deal with these situations.

Can’t Find a Will or Unsure if It Exists? Here’s What To Do.

If someone dies without a Will, it is referred to as dying “intestate”. If you are unsure of the existence of a Will, or know it exists but cannot find it, you must do your best to try and locate one. The absence of a Will can have a big impact on estate administration.

I found the will. How do I know if it is valid?

Now that you found the Will, you need to confirm the Will is valid. A Will needs to be valid to carry out the wishes of the deceased. Typically for Wills to be valid they require signatures of two witnesses (not a named estate representative, spouse, or beneficiary), the date, and the testator’s signature at the end of the Will.