From the First Day of Loss to the Final Paperwork - A Practical Guide with Tools and Templates for Canadian Families and Executors.
Checklists, tools and ready to use templates - so you know exactly what to say and do.
After the loss of a loved one, executors face complex legal and financial responsibilities - often with little guidance. The process can be stressful, confusing and time consuming.
Our guide is designed to take the pressure off by giving you clear steps, practical tips and ready to use tools to navigate every stage.
This user-guide was created based on real experiences with Canadian estates. It’s not legal jargon or theory - its practical, clear path, plain language helps you fulfill your duties, be organized and gives you peace of mind knowing you’re handling your loved one’s estate with care.
What’s Inside: A Complete Roadmap for Executors in Canada
With this guide, you’ll get:
Step-by-step instructions from the first day of loss through to the closure of the estate.
Executor tips and checklists to keep you organized
Practical templates to simplify key tasks and avoid mistakes.
Canadian specific guidance relevant to process and resources.
Plus a FREE Bonus - The Executor Inventory Package
Along with the User-Guide you will receive 4 customizable Excel templates (with examples) to:
Track Assets, Debts and Expenses
Record Beneficiary Information
Stay organized throughout the process
Instead of taking hours piecing together advice from dozens of websites, get everything you need in one trusted guide - written specifically for Canadian Executors to help you stay organized and reduce stress during this difficult time.
Click User-Guide image below to purchase now: Includes free Executor Inventory Package (4 Excel templates)
If you’d like to see a free sample of the user-guide, click Download below to receive Chapter 2 - Managing the Loss, it goes through the steps about what to do from the first day of the loss of your loved one.
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Disclaimer - This content provides information that is intended, but not guaranteed, to be correct and up-to-date and is not presented as a source of legal advice. If you require legal advice upon which you intend to rely in the course of performing your Executor duties you should consult and retain a lawyer directly. Compass & Kin does not assume and responsibility for actions or non-actions taken by people who have utilized this user-guide and any related resources and does not assume any liability for any, and all, claims, losses or damages arising from utilizing this user-guide.