Estate settlement involves managing a person's affairs after their death. During this process, the executor must address a number of financial, legal and tax issues.
You have the right to refuse to be an executor by notifying potential heirs and co-executors, and by following the instructions provided in the will.
Exception to the rule (Quebec only):
The role of executor falls to you if:
When you agree to act as executor of the estate, you are legally required to be registered in the Register of Personal and Movable Real Rights (RPMRR).
The executor is the person in charge of liquidating the estate when a person dies. They must be able to complete the tasks within the required time frame. Learn more about the responsibilities of an executor and what steps to take.
Are you ready to start settling the estate? Find out what you need to do over the short-, medium- and long-term.
To better understand the key steps of settling the estate, download our brochure.
Looking for more information on our trust services? Check out our brochure, The Importance of Assistance, available for Quebec residents and residents of other provinces. The brochure for other provinces includes leaflets for:
Certain terms and concepts may differ from province to province and are shared for general and informational purposes only. Estate settlement services are offered through National Bank subsidiaries. National Bank Trust is a subsidiary of National Bank of Canada.
The contents of this website must not be interpreted, considered or used as if it were financial, legal, fiscal, or other advice. National Bank and its partners in contents will not be liable for any damages that you may incur from such use.
We wish to inform you that the information presented on this website, whether financial, fiscal or regulatory, may not be valid outside the province of Quebec.
Those events, articles and videos are provided by National Bank, its subsidiaries and group entities for information purposes only, and create no legal or contractual obligation for National Bank, its subsidiaries and group entities. The details of this service offering and the conditions herein are subject to change.
The hyperlinks in those events, articles and videos may redirect to external websites not administered by National Bank. The Bank cannot be held liable for the content of external websites, or any damages caused by their use.
Views expressed in those events, articles and videos are those of the person being interviewed. They do not necessarily reflect the opinions of National Bank or its subsidiaries.
For financial or business advice, please consult your National Bank advisor, financial planner or an industry professional (e.g., accountant, tax specialist or lawyer).