Estate Settlement Support for Executors

When a loved one passes, Executors often step into their role unexpectedly, lacking knowledge about Alberta estate requirements and the various tasks ahead. The time commitments and responsibilities surrounding estate management can feel overwhelming for an Executor. Executors are also legally liable for the management of the estate, which adds additional pressure.  

Compass Estate Management provides comprehensive executor services, offering step‑by‑step guidance to help an Executor organize and manage the estate with confidence and clarity. Our expertise and coaching create the structure 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 assistance from various professional services such as Lawyers, Trustees, and Estate Sales to successfully conclude an estate.  

We have a large referral network of professionals, and we assist you in navigating these estate management requirements.