Provide CRA with the deceased’s date of death (1-800-959-8281)
Make arrangements to stop payments
For the HST credit, CCTB and UCCB payments, call Service Canada (1-800-622-6232)
Review the CRA Executor Guide (RC4111)
Consult with a lawyer
Consult with an accountant
Prepare a list of assets
Keep a detailed record of all cash received and spent
Probate the will
Prepare required tax returns
Make an initial distribution
Obtain a clearance certificate
Make a final distribution