Being an Executor

If you're named as an executor, be prepared for a serious commitment and a fair bit of work. You will be legally obligated to ensure that estate assets are located, protected and properly disbursed; debts, liabilities and taxes identified and paid; and beneficiaries kept informed and treated fairly as this process is underway. And of course, you have to complete these tasks diligently, while still processing your own grief and loss.

It can be a challenging job, and it will help you going in being fully aware of the duties, responsibilities and personal liabilities that come with it.

Good thing we're here to help, by offering ACU members the services of Concentra Trust's "Executor EASE"; a program designed to assist executors with administering an estate in a thoughtful, caring and timely manner.

What Is "Executor EASE"?

As executor, you select only the Executor EASE services you require, whether it's help preparing the probate application or more comprehensive assistance with all of your duties. During a no-cost, no-obligation consultation, you'll be offered appropriate solutions tailored to the estate. The estate pays only for the selected services, nothing more.  This is a perfect solution when:

  • the executor doesn’t have the time, experience or expertise
  • the executor lives out of province or out of the country
  • the estate is extensive or complex
  • there’s a potential for family conflict while the estate is being administered
  • the family is complicated or the estate has many beneficiaries
  • there’s no will

Costs

  • ACU can arrange a no-cost, no-obligation consultation with an Executor EASE specialist, for members or non-members who are currently serving as an executor
  • if you decide to work with Executor EASE, services are charged on an hourly basis and not as a percentage of the probatable assets

Find out more

  1. Visit any ACU branch to receive a brochure or to arrange a no-cost, no-obligation consultation with an Executor EASE specialist.
  2. Call Concentra Trust at 1.800.788.6311 ext. 1888.
  3. Email Concentra Trust at executorease@concentrafinancial.ca.
  4. Visit Concentra Financial online at concentra.ca.
 

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