A steadier place to begin
The Executor's Roadmap
A workbook for the family home, and all the details around it.
When you are an executor, the property is only one part of a much bigger responsibility. This fillable workbook helps you keep the practical details in one place, at your own pace.
Delivered privately by email. No instant file link.
A companion for the next steps
Less to hold in your head. More room to take one step at a time.
The workbook is designed to help you organize information and keep a record as you go. It includes dedicated pages for urgent early tasks, home security, contents, beneficiaries, sale decisions and professional follow-up.
- First 72 hours and first 30 days checklists
- Asset inventory, debt and claim register
- Estate transaction, expense and decision logs
- Property security and home contents records
- Beneficiary communication and real-estate sale decisions
- Final distribution schedule and tax deadlines
A separate Money Tracker workbook
The companion Excel file contains a Summary, Ledger, Assets, Debts and Expenses sheets, plus instructions for keeping the numbers organized.
This workbook provides general information for people administering estates in Ontario. It is not legal, tax or accounting advice. Confirm requirements with your estate lawyer and accountant.
A calm conversation, when useful
The property questions can wait until you are ready.
Nickey Calford helps London, Ontario families understand the real-estate side of an estate without sales pressure.