The Executor Checklist
Five concrete actions for anyone named executor — from the Section 159 conversation to have with the person you've named, to the accountant questions about Form TX19 clearance certificates, to the personal-liability protection most executors don't know they need.
The Executor Checklist
The Advisors TableThe Executor Checklist
Five concrete actions for anyone named executor — from the Section 159 conversation to have with the person you've named, to the accountant questions about Form TX19 clearance certificates, to the personal-liability protection most executors don't know they need.
From these episodes
EpisodeBeing An Executor Can Cost You Personally
How choosing an executor is far more than an administrative decision – and how personal liability, CRA reassessments, and estate risks can last years.
- Estate Planning
- Business Sale
- Corporate Reorganization
GuestMost Wills Fail. Here's Why
Why most wills fail in Canada – not due to drafting, but because they become outdated, clash with laws, and fail to reflect real family and asset changes over time and across jurisdictions
- Estate Planning
- Business Sale
- Corporate Reorganization
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