Essential Questions Every Ontario Estate Trustee Must Ask

You have been asked to be an executor of someone’s estate. You must have some information to get started.

Here are 10 questions for which Ontario estate executors need answers. If you expect your executor to act promptly, collect answers to these questions for your Ontario estate trustee.

Where can I find the original will?
Will your executor know where to find the original will to be reviewed by an estate lawyer?
Have you arranged a funeral and how do I deal with grieving relatives?
Did you make your wishes known and prearranged your funeral/burial wishes?
Can I run the business or do I hire someone to do it?
How dangerous will this be for someone without experience?
How do I secure estate assets and help dependants and pets?
Have you prepared an inventory and where to find it? Include passwords and any digital assets.
Can I hire lawyers to defend the will or settle any lawsuits?
How many disgruntled relatives and broken promises are there?
What property is to be sold once the estate certificate is received?
Executors need directions in the will and legal advice to sell estate assets.
What investments must be managed for short or long-term goals?
Who is qualified to give this advice?
What will need to be insured and what insurance benefits are there?
Does the estate trustee know what information is needed to collect insurance?
Who prepares your tax returns?
Tax paperwork can drive executors crazy, cause delay and add stress.
How do I contact beneficiaries?
Do you have current contact information for beneficiaries?

How to Get Started

Need help during your journey as an Ontario estate trustee? Contact me for a meeting. I have helped estate trustees for decades by solving estate problems, going to court or through mediation.

I offer you a meeting to discuss your needs by Zoom or in-person in my Toronto west end office. Arrange your no-obligation meeting today.

I am a Certified Specialist in Estates and Trusts Law. I can give you expert tips to end your estate worries.

Posted In: Estates, Executors On: March 10th, 2026

“I want to thank Ed and his firm for getting me through a very difficult time. He was recommended to me by another lawyer and I am grateful for that recommendation. Ed kept me grounded, listened to me, counseled me and supported me. I do so appreciate that. And he is worth every penny. Thank you!” - Claudia R, Toronto

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“Ed is a "straight shooter" who tells it like it is and helps you make the best possible decisions in your circumstances. I've personally seen the "magic" he can work in an estate and recommend him without reservation to anyone who wants an iron clad will or estate advice and management that saves money, frayed nerves and friendships.” - Jim R, Burlington

I have used Edward Olkovich for my own Will and I was the executor of my Brother-in-law’s will. My brother-in-law had a terminal illness and Edward had us devise his Will to minimize taxes and problems. Ed is located locally @ Jane and Bloor. He was very knowledgeable, friendly and thorough and has written many books on the subject. - Belinda M, Toronto

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Dear Ed and “Team Olkovich” “Thank you for your knowledge, expertise and hard work to make our executor duties (almost) stress-free. Will miss the laughs and stories you tell so well. All our appreciation always!” - Pat, Dave & John, Toronto

Dear Ed, Thank you for all your wisdom and kindness throughout the process of settling Ann’s Estate. - Cheryl, Toronto

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