General Tips
Show Table of ContentsSettling a Canadian estate typically requires a significant amount of work, and it's not uncommon to begin to feel overwhelmed, almost allowing this work to take over your life.
It's our mission to help you avoid that, and to minimize the effort required.
While you must always act in the best interests of the estate, it's important to understand that most provinces require you to act as a "reasonable, prudent individual" — not Superman (see Fiduciary Duty). Serving as an executor requires following the law, but also applying one's judgment... the law doesn't cover every conceivable circumstance, some situations are not straightforward, and in any case, there are numerous decisions to be made. EstateExec will help you understand your responsibilities, and how to fulfill them.
In terms of software operation, EstateExec is designed to be easy to use, and the Tasks Tab will gradually introduce you to EstateExec capabilities as you need them. That being said, knowledge of the following basic aspects of EstateExec can be quite useful, and make your use of EstateExec even easier and smoother:
