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Estate complexity - Executor's tool
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How can I tell what level of assistance I'll need to be the executor of an estate? Use our planning tool to determine a solution that
best meets the needs of the estate.
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| 1. |
What is the estimated value of the estate? |
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Under $100,000
$100,000 to $500,000
Over $500,000 |
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| 2. |
Are there assets in the estate that require professional investment advice? |
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Under $100,000
$100,000 to $500,000
Over $500,000 |
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| 3. |
Does the estate include real estate? |
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Yes
No |
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| 4. |
Are any of the estate's assets located out of the country or province? |
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Yes - country
Yes - province
No |
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| 5. |
Do any of the beneficiaries live outside of the country or province? |
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Yes - country
Yes - province
No |
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| 6. |
Do you live in the city/town where the deceased lived? |
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Yes
No |
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| 7. |
Does the estate own an active business or limited company? |
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Yes
No |
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8.
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Do you have the time and expertise to complete the income tax returns for the estate, value assets,
and prepare an accounting statement for the beneficiaries or the courts? |
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Yes
No |
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9.
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Do you think you will need to hire professionals to help with some or all of the administration
of your estate (e.g., appraisers, accountants, lawyers)? |
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Yes
No |
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| 10. |
Does your will set up a trust for an intended beneficiary? |
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Yes
No |
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| 11. |
Are minor children among the beneficiaries? |
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Yes
No |
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12.
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Is there a potential for disputes among family members or other beneficiaries over the estate? |
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Yes
No |
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TD Waterhouse Estate and Trust Specialists would be happy to answer any questions you may have.
If you would like to learn more about our services or arrange a meeting with one of our specialists,
please contact the Private Trust branch nearest you by consulting our Private Trust Branch Directory.
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