{"id":4721,"date":"2019-05-13T13:25:20","date_gmt":"2019-05-13T17:25:20","guid":{"rendered":"http:\/\/caissealliance.absoludev.ca\/?p=4721"},"modified":"2019-05-13T13:25:20","modified_gmt":"2019-05-13T17:25:20","slug":"settle-an-estate","status":"publish","type":"post","link":"https:\/\/www.caissealliance.com\/en\/personal\/retirement-and-estate\/settle-an-estate\/","title":{"rendered":"Settle an Estate"},"content":{"rendered":"<p>When you are appointed estate trustee, your duties are important and numerous. More specifically, as the estate trustee, you must:<\/p>\n<ul>\n<li>respect the deceased\u2019s wishes to the letter, unless they contravene the law; or respect the legal formalities stipulated by law if the deceased has no will;<\/li>\n<li>be accountable to the heirs with full transparency;<\/li>\n<li>file the deceased\u2019s income tax returns and pay any outstanding amount, failure to do so may result in personal liability.<\/li>\n<\/ul>\n<p>Am I required to accept? Who can help me with this responsibility? No matter the size of the estate you have to settle, your Caisse populaire can help you every step of the way.<\/p>\n<h2>Estate settlement assistance<\/h2>\n<p>Estate settlement assistance is available to members who would like the C aisse populaire\u2019s help from an advisor or a financial planner throughout the estate settlement process.<\/p>\n<h3>Advantages<\/h3>\n<ul>\n<li>Makes the estate settlement process easier.<\/li>\n<li>Lets you follow the steps involved in a settlement in accordance with the rules prescribed by the law.<\/li>\n<li>Provides information about the liquidator\u2019s role and responsibilities.<\/li>\n<li>Saves time and reduces the estate\u2019s expenses.<\/li>\n<\/ul>\n<p>See article:\u00a0<a href=\"https:\/\/www.caissealliance.com\/en\/faq\/estate-settlement-frequently-asked-questions\/\" target=\"_blank\" rel=\"noopener\">Frequently asked questions about estate settlement (FAQ)<\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When you are appointed estate trustee, your duties are important and numerous. More specifically, as the estate trustee, you must: respect the deceased\u2019s wishes to the letter, unless they contravene the law; or respect the legal formalities stipulated by law if the deceased has no will; be accountable to the heirs with full transparency; file [&#8230;]<\/p>\n","protected":false},"author":1,"featured_media":3622,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[117],"tags":[],"class_list":["post-4721","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-retirement-and-estate"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Settle an Estate | Caisse Alliance<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.caissealliance.com\/en\/personal\/retirement-and-estate\/settle-an-estate\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Settle an Estate | Caisse Alliance\" \/>\n<meta property=\"og:description\" content=\"When you are appointed estate trustee, your duties are important and numerous. 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