Executor Action Plan

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

Executorship: A Guide for Estate Trustees (PDF)