What are the Duties of the Estate Trustee

A Trustee’s duties start immediately upon death. The job is a complex one and can take a year or perhaps longer to complete all the tasks. Some of the duties of a trustee include the following:

  • Make funeral arrangements
  • Find the will and determine it is the last will
  • Retain a lawyer to advise and assist in the administration of the estate
  • Locate and take control of all assets
  • Ensure that all property is protected (ensure property is secure, has sufficient insurance and is checked regularly)
  • Prepare an inventory, value the assets and keep an account
  • Instructs the lawyer to prepare the documents to apply for a Certificate of Appointment of Estate Trustee (formerly called Probate)
  • Open an estate bank account
  • Deal with debts and claims against the estate
  • Convert Real Estate holdings to cash
  • Pay taxes owing by the deceased and the estate
  • Be accountable to the beneficiaries
  • Distribute all goods and proceeds to the beneficiaries

The list is even more extensive and there are some great checklists to you help you through the process. Checklist #1  and Checklist #2

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June Smith, B.A.Sc.
Re/Max Aboutowne Realty Corp., Brokerage
Sales Representative

905-842-7000 june@junesmith.ca

Over 20 Years Award Winning Service

June Smith offers practical advice you can use to help sell a family member's home.

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