After a death there’s a stretch of admin no will can cover — the frozen account, the pensions, Service Canada, the CRA, probate. The Estate Kit is the step-by-step plan for it: what to do, who to contact and in what order, across the first 48 hours, 60 days and 6 months. So your family isn’t left guessing.
Between the day someone dies and the day the estate is finally settled, there’s a stretch of admin no one prepares you for. Officially it’s called estate administration. Families just call it the nightmare. Here’s what it actually looks like —
Your children going drawer by drawer, through old statements and a locked phone, trying to work out which banks, which pensions and which policies even exist.
With a plan: it’s already listed — every account, and what to do with it.
Service Canada and the CRA handle the federal side. They don’t notify your bank, your mortgage lender, your insurers or a workplace pension — that’s still dozens of calls, in no particular order.
With a plan: who to contact, in what order — nothing missed.
Accounts are frozen on death. Many institutions won’t release a dollar before probate is granted — while the bills keep arriving through the door.
With a plan: your family knows what exists and the right steps to take, without delay.
They’d work it out eventually — over many stressful months, with frozen accounts, missed deadlines and forgotten policies along the way. They don’t just need your information. They need a plan — what to do, who to contact, and in what order.
It follows the real sequence in Canada — federal, provincial and private, in the order your family will meet it. Each stage tells them exactly what to do next, so no one has to improvise.
The first actions, in order: engage the funeral home — they register the death with your province — order 8–10 death certificates, find the original will, confirm the executor, arrange the funeral.
Service Canada and the CRA first, then everything they don’t cover — bank, mortgage, insurers, utilities, workplace pensions — with a register of every account and ready-to-send letters. The executor’s first claim on the CPP death benefit lasts 60 days.
The steps to close the estate before the tax clock runs out — probate, the valuation, the final return (April 30 or six months, whichever is later), the clearance certificate, debts, property and distribution — with the document checklist you’ll be asked for.
Timelines adapt to your province — the order never changes.
Every part is written for Canada, so nothing important is left out:
📧 Delivered instantly by email · 🖨 printed at home · kept in one folder.
Guided questions and clear sections — no blank-page overwhelm, no jargon, no legal training required. You fill it in at your own pace, print it, and keep it together.
“As the executor for my husband’s estate, I wanted to organize my personal details for my adult children to use in the future. This kit will be a great help! Thank you so much.”
“Your thorough knowledge of the material, concepts and presentation process was thorough, accurate, and commendable for sure, and certainly added a depth of knowledge, and assistance, that is not generally seen in today’s on-line, or even in in-store shopping experiences. Well Done!”
I needed this when my husband passed. Would have said many sleepless nights.
There’s a lot to think about and get in order. Better to deal with that now than later. My executor is a relative who is an accountant, but has never been an executor. The Estate Kit should save him a LOT of time and trouble when the time comes. I particularly appreciate the heads up to let my beneficiaries know that it will take at least 12 - 18 months by law to distribute the estate. This stops anyone from getting on his case about it prematurely.
It is very thorough and covers a great deal of information. We are still working through the paper work that is needed. We have had some good conversation with our adult children about the information they will need in the future. I still have a 94 year old father who lives in the states. Of course some of the information is different from country to country, but has still been very helpful.
We have entered most of our information by hand on the appropriate miscellaneous sheets. We are bringing all this information into our typed ongoing “Master List” which we will update as required. A copy of our latest updated “Master List” will be given to our Executor, and our two children.
I have printed the kit and, once I have filled in the necessary information and done the other organizing required, I know it will be a wonderful help to my daughter when I pass away. My husband and I thought we were very organized with a up to date will and the condo and car in my name etc. However, when he passed away I found out that the “to do “ list was a very long one. This kit would have been a huge help to me. […] Many thanks, this is an excellent kit.
Great job. Thank you.
I love all the information that I need to fill in for my family to help them. Very detailed information.
So far so good; Just getting started and like it so far.
So far so good Raphael I’ll let you know if I need help with anything.. you are pretty quick getting back to clients!! Very much appreciated I assure you!
Most families who own a home choose the Settled Family Pack. Every kit is a one-off payment in CAD, delivered by email to print at home, with a 30-day money-back guarantee.
Just the basics.
Ideal if you own a home.
If you have life insurance, a larger estate or several heirs.
When in doubt, most families who own a home choose The Settled Family Pack — it covers what comes up most, without paying for the advanced estate options.
Download the kit, read the plan, print the sheets and start filling them in at your own pace. If you don’t feel it helps your family know what to do, just email us within 30 days. We’ll refund you in full within 48–72 hours — no forms, no questions.
No — that’s the important bit. It’s a step-by-step plan: what to do, who to contact and in what order, across the 48 hours, 60 days and 6 months that follow a death. The fill-in records (accounts, pensions, policies) feed that plan so your family can simply follow it.
Instant email delivery · print at home · 30-day money-back guarantee