1. Original signed will if available, or confirmation that the deceased died without a will
2. Death Certificate
3. Information about the deceased person:
- full name (including middles names) of the deceased
- date of death
- last address of the deceased
- occupation or former occupation of the deceased
4. Information about the proposed executors:
- full name (including middles names) of each proposed executor
- relationship of each executor to the deceased
- occupation or former occupation of each executor
- address, phone number and email address of each executor
5. Information about deceased person’s relatives: for each living child, sibling and parent provide:
- full names (including middles names) of each living child, sibling and parent
- relationship of each of the above relatives to the deceased
- occupation or former occupation of each of the above relatives
- address, phone number and email address of each of the above relatives
- confirmation as to whether any of the above relatives are mentally incapacitated
6. Information about the estate:
- full list of assets (required for small estates)
- approximately value of each asset (bank accounts, investments, automobiles, property, etc. – required to calculate Estate Administration Tax)
- information regarding pensions (if applicable)
- confirmation of CPP payments (amount and when last payment was received)