Being named executor is an honour — but it’s also a serious legal responsibility.
Most executors step into this role during a difficult time. In the middle of grief, you may suddenly be expected to deal with banks, court paperwork, taxes, and family questions.
And for most people, this is the first time they’ve ever done it.
That’s why we created this guide.
What you'll learn in this Starter Kit
The Ontario Executor Starter Kit helps you understand the role and start the estate on the right track.
Inside the guide, you’ll learn:
- The first steps every executor should take
- What your legal responsibilities actually involve
- Common mistakes that delay estates or create risk
- How to approach the role with clarity and structure
A Note from Daniel Whittal
Estates Lawyer & Trusts and Estates Practitioner
Executors often tell me the same thing: ‘I just don’t want to mess this up.’
That’s completely normal. Most people serve as executor once in their lifetime.
This guide explains the early steps and the most common pitfalls so you can move forward with clarity and confidence.
