Step by Step
Our Guide
1. Start With What You Know
- Full legal name of the deceased
- Date of death
- Copy of the Will (if one exists)
- List of immediate family and potential heirs
2. Secure All Property
- Ensure homes are locked, insured, and monitored
- Collect mail regularly
- Check utilities and plumbing
- Notify insurers of the owner's passing
3. Create an Asset Inventory
- Real estate (we can help retrieve title records)
- Bank and investment accounts
- Vehicles, collectibles, jewelry
- Business interests
4. Document Outstanding Debts
- Mortgages and lines of credit
- Property taxes and utility bills
- Medical bills and credit cards
- Subscriptions and auto-payments
5. Clarify Ownership and Beneficiaries
- Life insurance policies
- Retirement accounts (RRSPs, 401Ks)
- Joint ownership or designated beneficiaries
6. Protect and Prepare Real Estate
- Don't rush to clear the home — it may reduce value
- Keep the home secure and tidy
- Consider light repairs or staging before listing
7. Organize & Communicate
- Centralize documents (digital or printed)
- Track assets, debts, and contact lists
- Use shared folders to coordinate with family and professionals
Need Help Getting Started?
Get in touchSchedule a free 15-minute consultation. We’ll walk you through the next steps and connect you with the right professionals.