{"id":2152,"date":"2024-09-26T19:04:42","date_gmt":"2024-09-26T19:04:42","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/?p=2152"},"modified":"2024-09-30T19:05:42","modified_gmt":"2024-09-30T19:05:42","slug":"executors-checklist","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/","title":{"rendered":"Executor\u2019s Checklist"},"content":{"rendered":"<p>As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we\u2019ve created this handy checklist* which outlines five key phases and associated tasks to help you effectively and confidently settle an estate.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/wellington-altus.ca\/wp-content\/uploads\/2024\/09\/AWPG_Executors_Checklist_09_2024_Final_EN-1.pdf\"><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-10953\" src=\"https:\/\/wellington-altus.ca\/wp-content\/uploads\/2024\/09\/image-4-1024x621.png\" alt=\"\" width=\"1024\" height=\"621\" \/><\/a><\/figure>\n<\/div>\n<p>&nbsp;<\/p>\n<p>Download the executor\u2019s checklist\u00a0<a href=\"https:\/\/wellington-altus.ca\/wp-content\/uploads\/2024\/09\/AWPG_Executors_Checklist_09_2024_Final_EN-1.pdf\">here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we\u2019ve created this handy checklist* which outlines [&hellip;]<\/p>\n","protected":false},"author":165,"featured_media":388,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","content-type":"","footnotes":""},"categories":[13],"tags":[],"class_list":["post-2152","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-wealth-planning"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Executor\u2019s Checklist - Lakeview Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Executor\u2019s Checklist - Lakeview Wealth Management\" \/>\n<meta property=\"og:description\" content=\"As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we\u2019ve created this handy checklist* which outlines [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/\" \/>\n<meta property=\"og:site_name\" content=\"Lakeview Wealth Management\" \/>\n<meta property=\"article:published_time\" content=\"2024-09-26T19:04:42+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-09-30T19:05:42+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-content\/uploads\/sites\/197\/2022\/10\/WA-Featured-Image.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"628\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"lakeview\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"lakeview\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/\"},\"author\":{\"name\":\"lakeview\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/#\\\/schema\\\/person\\\/950d7467dbac9e2403bb27e1bfe7e404\"},\"headline\":\"Executor\u2019s Checklist\",\"datePublished\":\"2024-09-26T19:04:42+00:00\",\"dateModified\":\"2024-09-30T19:05:42+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/\"},\"wordCount\":81,\"publisher\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/wp-content\\\/uploads\\\/sites\\\/197\\\/2022\\\/10\\\/WA-Featured-Image.png\",\"articleSection\":[\"Wealth Planning\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/\",\"name\":\"Executor\u2019s Checklist - Lakeview Wealth Management\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/wp-content\\\/uploads\\\/sites\\\/197\\\/2022\\\/10\\\/WA-Featured-Image.png\",\"datePublished\":\"2024-09-26T19:04:42+00:00\",\"dateModified\":\"2024-09-30T19:05:42+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/#primaryimage\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/wp-content\\\/uploads\\\/sites\\\/197\\\/2022\\\/10\\\/WA-Featured-Image.png\",\"contentUrl\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/wp-content\\\/uploads\\\/sites\\\/197\\\/2022\\\/10\\\/WA-Featured-Image.png\",\"width\":1200,\"height\":628},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Executor\u2019s Checklist\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/#website\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/\",\"name\":\"Lakeview Wealth Management\",\"description\":\"Wellington-Altus Private Wealth\",\"publisher\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/#organization\",\"name\":\"Lakeview Wealth Management\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/wp-content\\\/uploads\\\/sites\\\/197\\\/2019\\\/07\\\/gold-KO-e1666295743383.png\",\"contentUrl\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/wp-content\\\/uploads\\\/sites\\\/197\\\/2019\\\/07\\\/gold-KO-e1666295743383.png\",\"width\":1140,\"height\":342,\"caption\":\"Lakeview Wealth Management\"},\"image\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/#\\\/schema\\\/logo\\\/image\\\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/lakeview-wealth-management\\\/#\\\/schema\\\/person\\\/950d7467dbac9e2403bb27e1bfe7e404\",\"name\":\"lakeview\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/672fdaed7e76ede32f8f64bb097b543f101f837dc4508f9cb3825890c1e077ae?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/672fdaed7e76ede32f8f64bb097b543f101f837dc4508f9cb3825890c1e077ae?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/672fdaed7e76ede32f8f64bb097b543f101f837dc4508f9cb3825890c1e077ae?s=96&d=mm&r=g\",\"caption\":\"lakeview\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Executor\u2019s Checklist - Lakeview Wealth Management","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/","og_locale":"en_US","og_type":"article","og_title":"Executor\u2019s Checklist - Lakeview Wealth Management","og_description":"As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we\u2019ve created this handy checklist* which outlines [&hellip;]","og_url":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/","og_site_name":"Lakeview Wealth Management","article_published_time":"2024-09-26T19:04:42+00:00","article_modified_time":"2024-09-30T19:05:42+00:00","og_image":[{"width":1200,"height":628,"url":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-content\/uploads\/sites\/197\/2022\/10\/WA-Featured-Image.png","type":"image\/png"}],"author":"lakeview","twitter_card":"summary_large_image","twitter_misc":{"Written by":"lakeview","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/#article","isPartOf":{"@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/"},"author":{"name":"lakeview","@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/#\/schema\/person\/950d7467dbac9e2403bb27e1bfe7e404"},"headline":"Executor\u2019s Checklist","datePublished":"2024-09-26T19:04:42+00:00","dateModified":"2024-09-30T19:05:42+00:00","mainEntityOfPage":{"@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/"},"wordCount":81,"publisher":{"@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/#organization"},"image":{"@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/#primaryimage"},"thumbnailUrl":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-content\/uploads\/sites\/197\/2022\/10\/WA-Featured-Image.png","articleSection":["Wealth Planning"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/","url":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/","name":"Executor\u2019s Checklist - Lakeview Wealth Management","isPartOf":{"@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/#website"},"primaryImageOfPage":{"@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/#primaryimage"},"image":{"@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/#primaryimage"},"thumbnailUrl":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-content\/uploads\/sites\/197\/2022\/10\/WA-Featured-Image.png","datePublished":"2024-09-26T19:04:42+00:00","dateModified":"2024-09-30T19:05:42+00:00","breadcrumb":{"@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/#primaryimage","url":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-content\/uploads\/sites\/197\/2022\/10\/WA-Featured-Image.png","contentUrl":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-content\/uploads\/sites\/197\/2022\/10\/WA-Featured-Image.png","width":1200,"height":628},{"@type":"BreadcrumbList","@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2024\/09\/26\/executors-checklist\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/"},{"@type":"ListItem","position":2,"name":"Executor\u2019s Checklist"}]},{"@type":"WebSite","@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/#website","url":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/","name":"Lakeview Wealth Management","description":"Wellington-Altus Private Wealth","publisher":{"@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/#organization","name":"Lakeview Wealth Management","url":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/#\/schema\/logo\/image\/","url":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-content\/uploads\/sites\/197\/2019\/07\/gold-KO-e1666295743383.png","contentUrl":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-content\/uploads\/sites\/197\/2019\/07\/gold-KO-e1666295743383.png","width":1140,"height":342,"caption":"Lakeview Wealth Management"},"image":{"@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/#\/schema\/person\/950d7467dbac9e2403bb27e1bfe7e404","name":"lakeview","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/672fdaed7e76ede32f8f64bb097b543f101f837dc4508f9cb3825890c1e077ae?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/672fdaed7e76ede32f8f64bb097b543f101f837dc4508f9cb3825890c1e077ae?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/672fdaed7e76ede32f8f64bb097b543f101f837dc4508f9cb3825890c1e077ae?s=96&d=mm&r=g","caption":"lakeview"}}]}},"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-json\/wp\/v2\/posts\/2152","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-json\/wp\/v2\/users\/165"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-json\/wp\/v2\/comments?post=2152"}],"version-history":[{"count":1,"href":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-json\/wp\/v2\/posts\/2152\/revisions"}],"predecessor-version":[{"id":2153,"href":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-json\/wp\/v2\/posts\/2152\/revisions\/2153"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-json\/wp\/v2\/media\/388"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-json\/wp\/v2\/media?parent=2152"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-json\/wp\/v2\/categories?post=2152"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/wp-json\/wp\/v2\/tags?post=2152"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}