Get the complete step-by-step system to settle an estate
Estate Administration for Canadians is the online course that shows how to take care of a loved one’s estate.
Being an executor is simple when you follow this system and use the templates and tools.
See how to finish your executor duties faster so you can put this behind you.
You’ll confidently handle things properly, legally, and in the right order.
Plus, the estate may cover the cost of this course!
Get instant access
Being an executor is challenging:
It’s hard to know where to start - or what your next step is.
There’s so much to manage: paperwork, decisions, deadlines.
Even though you’re doing your best, you worry about making a mistake.
It’s hard to handle everything, especially while you’re still grieving.
You need clear steps that make it easy to administrate the estate.
This online course gives you the step-by-step process to confidently handle and close the estate.
It walks you through what to do each step of the way.
This system gives you the complete plan and tools to fulfill your executor duties.
Follow along at your own pace, and you’ll finish the course with the estate fully settled!
Estate Administration for Canadians
☑️ The complete course & plan to settle an estate
☑️ Short video lessons that walk you through each step
☑️Checklists & templates to save hours of work
☑️Sample letters to copy, edit, and send right away
☑️ Trainings on complex situations like digital assets & U.S. property
☑️ Private Facebook group for support, answers, & encouragement
Best part? You can claim this course as an estate expense!
Enroll now and get:
Valued at: $1,068
“This is the most clear and comprehensive guide I’ve ever seen.
Every executor in Canada needs this!”
The playbook trusted by Canadian executors
This is the clear roadmap estate administrators are looking for.
It’s a structured, step-by-step system from an experienced Canadian estate lawyer.
No inaccurate, generic or American-focused advice you find on the internet or AI.
You get verified, up-to-date guidance that follows Canadian law so you do it right.
Want to protect yourself from costly mistakes and settle the estate faster?
6 steps to settle an estate
The system walks you through each step:
1: Start smart
Understand your role and get organized from Day One.
Know exactly what’s expected of you as an executor or administrator
Learn what to do in the first 72 hours after someone passes
Set up an easy-to-follow system to keep everything organized
2: Secure the estate
Protect what’s been left behind and start gathering the information you’ll need.
Locate the Will and take control of property, valuables, and accounts
Handle urgent tasks like bills and funeral arrangements
Take early action to protect yourself from personal liability
3: Navigate probate
Find out if probate is required - and how to handle it confidently without getting stuck in delays.
Understand when probate is needed (and when it’s not)
Follow a clear, step-by-step process to prepare your application
See how to avoid common delays and handle special cases like bonds or multiple Wills
4: Manage the estate
Effectively handle the core responsibilities of estate administration.
Create a full inventory of assets, debts, and property (you’ll love this template!)
Manage estate finances, from bank accounts to ongoing expenses
Take care of tax returns and paperwork for the CRA
5: Handle beneficiaries & disputes
See how to clearly communicate with beneficiaries and manage expectations - all while avoiding unnecessary conflict.
Understand who’s entitled to what and how to interpret the Will (and what to do if there is no Will)
Manage personal items, sentimental belongings, and tricky conversations
See how to smoothly handle disputes, and know when to bring in professional help
6: Distribute the estate & final reporting
The last tasks to wrap up the estate.
Distribute the last of the inheritance and calculate your compensation
Prepare the estate’s final accounting
The exact steps to properly close the estate
Follow the steps to confidently settle an estate
“A must-have for anyone who is preparing to be an estate administrator”
Plus bonus trainings for complex estates
Cross-Border Estates
See how to handle estates with U.S. property, dual citizenship, or foreign beneficiaries.
Digital Assets
How to locate, manage, and include digital accounts, cloud files, and crypto in the estate.
Small Business in the Estate
Know what to do when the estate includes a private company - whether it needs to be managed, sold, or passed on.
Included for free when you register
Helping Canadians with estate administration for 25+ years
Nicole Garton
Recognized by Best Lawyers in Canada™
for trusts and estates
Hi, I’m Nicole Garton, wills and estates lawyer and co-founder of Heritage Trust.
I’ve spent over 25 years helping Canadians navigate the complexities of estate administration and executor responsibilities.
I know how overwhelming this role can be - especially while grieving, buried in paperwork, and managing family dynamics.
This course gives you the step-by-step plan to settle an estate from start to finish.
14-day satisfaction guarantee
I want you to feel confident and supported as you take on your executor role. That’s why I offer a 14-day satisfaction guarantee.
If the course isn’t right for you, just email me within 14 days of purchase and I’ll refund your full payment, no questions asked.
Frequently Asked Questions
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No! Many participants take this course in advance to feel prepared.
It’s a great fit for anyone who’s been named in a Will or is helping a loved one with estate matters.
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You get instant access to everything in the course:
• The complete course & plan to settle an estate ($497 value)
• Short video lessons that walk you through each step ($197 value)
• Checklists & templates to save hours of work ($149 value)
• Sample letters to copy, edit, and send right away ($79 value)
• Trainings on complex situations like digital assets & U.S. property ($97 value)
• Private Facebook group for support, answers, & encouragement ($49 value)
Total value: $1,068
But when you join now, you’ll get everything for a fraction of that cost.
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The course is designed for all Canadian provinces and territories, with examples and extra notes for BC and Ontario. The overall process and responsibilities apply Canada-wide.
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This course helps you understand the process and handle much of the work on your own. However, depending on the complexity of the estate, legal advice may still be helpful or necessary.
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You get lifetime access to the course and all downloadable templates, checklists, and tools so you can revisit them anytime you need.
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Yes, there is a 14-day satisfaction guarantee. If the course isn’t right for you, just send me an email within 14 days and I’ll refund your purchase in full.
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This course can still help! You can join partway through the process to get clarity, stay organized, and make sure you haven’t missed anything.
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Yes, in most cases! Under Canadian estate law, reasonable expenses related to properly administering the estate can be paid from estate funds.
That usually includes things like legal fees, accounting help, and educational resources like this course that help you carry out your duties as executor or administrator.
Use the email template below to request pre-approval from the estate’s legal representative.
Subject: Request for Pre-Approval
To: [Estate Lawyer]
From: [Your Name], Executor or Administrator
Dear [Lawyer Name],
I am writing in my capacity as the executor or administrator of the estate of [Full Name of Deceased].
To assist me in carrying out my fiduciary responsibilities in a careful and informed manner, I have enrolled in the Estate Administration for Canadians online course. This course provides practical, step-by-step guidance on estate administration in Canada.
The cost of the course is $497. As this is a reasonable expense incurred to support the proper administration of the estate, I would appreciate confirmation that this is an acceptable expense prior to proceeding.
Please let me know if any additional information is required.
Sincerely,
[Your Full Name]
[Your Email Address]
[Your Phone Number]
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Contact us at admin@heritagetrustcompany.ca and we’ll get back to you!
Estate administration made simple
This course gives you the clear step-by-step plan to follow.
It can help you:
✓ Save on legal costs
✓ Avoid common mistakes
✓ Settle the estate faster
Join today and get the roadmap, proven tools, and the support you need to get this done - so you can get your life back.
☑️ The complete course & plan to settle an estate
☑️ Short video lessons that walk you through each step
☑️Checklists & templates to save hours of work
☑️Sample letters to copy, edit, and send right away
☑️ Trainings on complex situations like digital assets & U.S. property
☑️ Private Facebook group for support, answers, & encouragement
You can claim the cost of the course and it may be covered by the estate.
Enroll now and get:
Valued at: $1,068