Toggle the features that apply to your estate. Get a personalized, phased checklist of administrative, financial, and legal duties under 2026 Ontario law — with conditional tasks added automatically.
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Estate features
Real estateHouse, condo, cottage, or land solely in deceased's name
Business interestsPrivate company, professional practice, or partnership
Digital assetsCryptocurrency, monetized online accounts, subscriptions
Minor beneficiariesAny beneficiaries under 18 years of age
Investment portfolioNon-registered stocks, mutual funds, or GICs
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Disclaimer: This checklist is an administrative aid based on 2026 Ontario guidelines. It does not replace formal legal or accounting advice. Estate complexities may require additional steps not listed here. Personal fiduciary liability applies to all actions taken by the estate trustee.