Being the executor of a Will can be difficult. A free ArtieTM account can help with a customized executor checklist, pre-filled letters and a personalized dashboard to save your progress.
It can take around 18 months, with as many as 70 different tasks, to settle even a simple estate. As an executor, you’ll have to probate the Will (if necessary), protect and distribute assets, pay outstanding debts and taxes, and prepare a final accounting for the beneficiaries of the estate.
The team at RBC Royal Trust created tools to help you understand the complexity of the estate you’re settling and guide you through the tasks involved.
Use our estate complexity calculator
Answer a few questions about the estate you’re settling to determine how challenging and time-consuming the process may be.
This can also help you decide if using professional executor services is a viable option.
Have Artie guide you, step by step
Create your free Artie account to better understand your role as an executor, what tasks you need to do and how to complete them.
Your customized guided checklist includes:
Being an executor can be an overwhelming and challenging responsibility. Acting in the best interest of her friend’s estate meant using RBC’s Agent for Executor Services and having professional advice every step of the way.
If you are planning your own estate and are considering who to appoint as your executor, or if you find yourself acting as an executor, our professional services might be the right choice for you and your family.
Take a tour of the estate complexity calculator and the guided executor checklist to learn how Artie can help you throughout the estate-settlement process.
Contact one of our skilled RBC Royal Trust professionals to find out more about the right services for you.
If you’ve been named an executor you should be aware of the work involved, which can be both complex and time consuming.
Settling an estate with no experience is not for the faint-hearted.
Complications from digitalization are anticipated to grow over time as more people stop keeping important information in an easily accessible place.
This tool is for illustrative and general information purposes only and is not intended to provide specific financial, investment, legal, tax or other advice, and should not be relied upon in that regard. Royal Trust Corporation of Canada and The Royal Trust Company (RBC Royal Trust) uses reasonable effort to include accurate and up-to-date information in this tool, but cannot guarantee that all information is accurate or complete or current at all times. The information or results provided by this tool is based on the accuracy and completeness of the information provided. RBC Royal Trust does not make any express or implied warranties or representations with respect to any information or results in connection with the tool. Royal Bank of Canada will not be liable for any losses or damages arising from any errors or omissions in any of the information or results, as well as any action or decision made by you in reliance on any information or results.