Estate Settlement Support for Executors

When a loved one passes Executors often step into their role unexpectedly, with no knowledge of what needs to be done and the many hours, weeks, months needed to do it. In other words, the time commitments and responsibilities placed on an executor can feel overwhelming.  

Executors are also legally liable for the management of the estate.

Compass Estate Management provides step‑by‑step guidance to help an Executor organize and manage the estate with confidence and clarity. Our expertise and coaching provides the structure and confidence needed to make informed decisions. 

  How We Help:

· First‑steps guidance in the days and weeks after a passing

· One-on-One coaching and planning

· Ongoing structure from start to finish

· Guidance on what to do first, next, and later

· Step‑by‑step task planning 

· Checklists tailored to your estate

· Document organization system 

· Record keeping instruction

· Communication support with beneficiaries 

· Support with beneficiary discrepancies

· Templates for correspondence

· Scripts for difficult conversations

· Alberta/BC‑specific requirements and timelines

· Links to estate related sites

Executors often require the assistance from several types of professional services such as Lawyers, Trustees, Estate Sales, etc., in order to conclude an estate. 

We have a large referral network of professionals, and we assist you in dealing with them.