{"id":1592,"date":"2024-09-26T21:30:28","date_gmt":"2024-09-26T21:30:28","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/morcom-1\/?p=1592"},"modified":"2024-11-15T21:31:23","modified_gmt":"2024-11-15T21:31:23","slug":"executors-checklist","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/","title":{"rendered":"Executor\u2019s Checklist"},"content":{"rendered":"
\n
\n

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>\n<\/div>\n

\n
\n
\n
\"\"<\/a><\/figure>\n<\/div>\n

 <\/p>\n

Download the executor\u2019s checklist\u00a0here<\/a>.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

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.<\/p>\n","protected":false},"author":149,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1592","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nExecutor\u2019s Checklist - The Morcom 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\/morcom\/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 - The Morcom 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.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/\" \/>\n<meta property=\"og:site_name\" content=\"The Morcom Wealth Management\" \/>\n<meta property=\"article:published_time\" content=\"2024-09-26T21:30:28+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-11-15T21:31:23+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/wellington-altus.ca\/wp-content\/uploads\/2024\/09\/image-4-1024x621.png\" \/>\n<meta name=\"author\" content=\"Ana Delgado\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Ana Delgado\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/\"},\"author\":{\"name\":\"Ana Delgado\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/#\\\/schema\\\/person\\\/e544de818268a75c81875239f3edd797\"},\"headline\":\"Executor\u2019s Checklist\",\"datePublished\":\"2024-09-26T21:30:28+00:00\",\"dateModified\":\"2024-11-15T21:31:23+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/\"},\"wordCount\":81,\"publisher\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/wellington-altus.ca\\\/wp-content\\\/uploads\\\/2024\\\/09\\\/image-4-1024x621.png\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/\",\"name\":\"Executor\u2019s Checklist - The Morcom Wealth Management\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/wellington-altus.ca\\\/wp-content\\\/uploads\\\/2024\\\/09\\\/image-4-1024x621.png\",\"datePublished\":\"2024-09-26T21:30:28+00:00\",\"dateModified\":\"2024-11-15T21:31:23+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/#primaryimage\",\"url\":\"https:\\\/\\\/wellington-altus.ca\\\/wp-content\\\/uploads\\\/2024\\\/09\\\/image-4-1024x621.png\",\"contentUrl\":\"https:\\\/\\\/wellington-altus.ca\\\/wp-content\\\/uploads\\\/2024\\\/09\\\/image-4-1024x621.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/2024\\\/09\\\/26\\\/executors-checklist\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Executor\u2019s Checklist\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/#website\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/\",\"name\":\"The Morcom Wealth Management\",\"description\":\"Wellington-Altus Private Wealth\",\"publisher\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/?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\\\/morcom\\\/#organization\",\"name\":\"The Morcom Wealth Management\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/wp-content\\\/uploads\\\/sites\\\/251\\\/2019\\\/07\\\/Morcom_Horizontal-Logo_KO-scaled.png\",\"contentUrl\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/wp-content\\\/uploads\\\/sites\\\/251\\\/2019\\\/07\\\/Morcom_Horizontal-Logo_KO-scaled.png\",\"width\":2560,\"height\":384,\"caption\":\"The Morcom Wealth Management\"},\"image\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/#\\\/schema\\\/logo\\\/image\\\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/morcom\\\/#\\\/schema\\\/person\\\/e544de818268a75c81875239f3edd797\",\"name\":\"Ana Delgado\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/944ca64b81374636f94427b00a8d11b160d165ecd35ecd000dbb42ee8939b911?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/944ca64b81374636f94427b00a8d11b160d165ecd35ecd000dbb42ee8939b911?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/944ca64b81374636f94427b00a8d11b160d165ecd35ecd000dbb42ee8939b911?s=96&d=mm&r=g\",\"caption\":\"Ana Delgado\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Executor\u2019s Checklist - The Morcom 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\/morcom\/2024\/09\/26\/executors-checklist\/","og_locale":"en_US","og_type":"article","og_title":"Executor\u2019s Checklist - The Morcom 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.","og_url":"https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/","og_site_name":"The Morcom Wealth Management","article_published_time":"2024-09-26T21:30:28+00:00","article_modified_time":"2024-11-15T21:31:23+00:00","og_image":[{"url":"https:\/\/wellington-altus.ca\/wp-content\/uploads\/2024\/09\/image-4-1024x621.png","type":"","width":"","height":""}],"author":"Ana Delgado","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Ana Delgado"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/#article","isPartOf":{"@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/"},"author":{"name":"Ana Delgado","@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/#\/schema\/person\/e544de818268a75c81875239f3edd797"},"headline":"Executor\u2019s Checklist","datePublished":"2024-09-26T21:30:28+00:00","dateModified":"2024-11-15T21:31:23+00:00","mainEntityOfPage":{"@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/"},"wordCount":81,"publisher":{"@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/#organization"},"image":{"@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/#primaryimage"},"thumbnailUrl":"https:\/\/wellington-altus.ca\/wp-content\/uploads\/2024\/09\/image-4-1024x621.png","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/","url":"https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/","name":"Executor\u2019s Checklist - The Morcom Wealth Management","isPartOf":{"@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/#website"},"primaryImageOfPage":{"@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/#primaryimage"},"image":{"@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/#primaryimage"},"thumbnailUrl":"https:\/\/wellington-altus.ca\/wp-content\/uploads\/2024\/09\/image-4-1024x621.png","datePublished":"2024-09-26T21:30:28+00:00","dateModified":"2024-11-15T21:31:23+00:00","breadcrumb":{"@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/#primaryimage","url":"https:\/\/wellington-altus.ca\/wp-content\/uploads\/2024\/09\/image-4-1024x621.png","contentUrl":"https:\/\/wellington-altus.ca\/wp-content\/uploads\/2024\/09\/image-4-1024x621.png"},{"@type":"BreadcrumbList","@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/2024\/09\/26\/executors-checklist\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/advisor.wellington-altus.ca\/morcom\/"},{"@type":"ListItem","position":2,"name":"Executor\u2019s Checklist"}]},{"@type":"WebSite","@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/#website","url":"https:\/\/advisor.wellington-altus.ca\/morcom\/","name":"The Morcom Wealth Management","description":"Wellington-Altus Private Wealth","publisher":{"@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/advisor.wellington-altus.ca\/morcom\/?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\/morcom\/#organization","name":"The Morcom Wealth Management","url":"https:\/\/advisor.wellington-altus.ca\/morcom\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/#\/schema\/logo\/image\/","url":"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2019\/07\/Morcom_Horizontal-Logo_KO-scaled.png","contentUrl":"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2019\/07\/Morcom_Horizontal-Logo_KO-scaled.png","width":2560,"height":384,"caption":"The Morcom Wealth Management"},"image":{"@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/advisor.wellington-altus.ca\/morcom\/#\/schema\/person\/e544de818268a75c81875239f3edd797","name":"Ana Delgado","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/944ca64b81374636f94427b00a8d11b160d165ecd35ecd000dbb42ee8939b911?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/944ca64b81374636f94427b00a8d11b160d165ecd35ecd000dbb42ee8939b911?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/944ca64b81374636f94427b00a8d11b160d165ecd35ecd000dbb42ee8939b911?s=96&d=mm&r=g","caption":"Ana Delgado"}}]}},"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-json\/wp\/v2\/posts\/1592","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-json\/wp\/v2\/users\/149"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-json\/wp\/v2\/comments?post=1592"}],"version-history":[{"count":1,"href":"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-json\/wp\/v2\/posts\/1592\/revisions"}],"predecessor-version":[{"id":1593,"href":"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-json\/wp\/v2\/posts\/1592\/revisions\/1593"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-json\/wp\/v2\/media?parent=1592"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-json\/wp\/v2\/categories?post=1592"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-json\/wp\/v2\/tags?post=1592"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}