After going through the process of being an Executor in Canada while grieving our loved ones, we quickly discovered how confusing and overwhelming it can be. Most resources we found were either too legalistic, scattered across different places, or skipped over the practical realities of what needs to happen in the first days after a loss through to the closure of an estate.

We created the practical user-guide we wished had existed, which was a clear, step-by-step resource that maps out what has to be done, in what order, and at what time.

What makes this guide different is its focus on real-world support, starting from the very first day of loss, at a time when emotions are raw, decisions can feel overwhelming, and guidance is needed most. Along with easy-to-follow instructions, you’ll find checklists, spreadsheets to keep information organized, ready-to-use email and phone templates for those difficult first notifications, and practical tips we learned firsthand that you won’t find anywhere else.

We built this guide to reduce the stress, confusion, and hours of research we ourselves went through, so you can focus on what matters most while still managing the responsibilities that come with a loss.