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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 & value of each asset (bank accounts, investments, automobiles, property, etc.)
  • information regarding pensions (if applicable)
  • confirmation of CPP payments (amount and when last payment was received)

 

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