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<br /> SETTLING<br /> AN ESTATE<br /> An Executor's Guide<br /> to Estate Administration<br /> 1.866.825.3301 | www.synergycu.ca<br /> People face a number of significant life events over the years. Being called upon to act as an<br /> executor to settle the estate of a loved one is one of those life events. In addition to going<br /> through the process of grieving, executors are called upon to make timely, critical, and<br /> sometimes life-changing decisions about the conclusion of an estate and distribution of assets to<br /> beneficiaries. It can be an intimidating and stressful time. Depending on the situation,<br /> inexperienced executors may inadvertently put themselves, or the estate's assets, at risk if the<br /> estate is incorrectly administered.<br /> At Synergy Credit Union, we are committed to assisting newly-appointed executors in<br /> understanding their role, the alternatives that are available to help make informed decisions, and<br /> selecting <a title="Settling An Estate page 1" href="http://viewer.zmags.com/publication/61705222?page=1"> SETTLING AN ESTATE An Executor's Guide to Estate</a> <a title="Settling An Estate page 2" href="http://viewer.zmags.com/publication/61705222?page=2"> People face a number of significant life events ov</a> <a title="Settling An Estate page 3" href="http://viewer.zmags.com/publication/61705222?page=3"> Table of Contents What is the role of an exe</a> <a title="Settling An Estate page 4" href="http://viewer.zmags.com/publication/61705222?page=4"> What is the role Jenny's Story… </a> <a title="Settling An Estate page 5" href="http://viewer.zmags.com/publication/61705222?page=5"> Jenny's Story… (continued) </a> <a title="Settling An Estate page 6" href="http://viewer.zmags.com/publication/61705222?page=6"> Jenny's Story… (continued) </a> <a title="Settling An Estate page 7" href="http://viewer.zmags.com/publication/61705222?page=7"> Jenny's Story… (continued) </a> <a title="Settling An Estate page 8" href="http://viewer.zmags.com/publication/61705222?page=8"> Jenny's Story… (continued) Jenny called the fami</a> <a title="Settling An Estate page 9" href="http://viewer.zmags.com/publication/61705222?page=9"> Jenny's Story… (continued) </a> <a title="Settling An Estate page 10" href="http://viewer.zmags.com/publication/61705222?page=10"> Executor EASE You’ve been named as Executor... .</a> <a title="Settling An Estate page 11" href="http://viewer.zmags.com/publication/61705222?page=11"> Jenny's Story… (continued) </a> <a title="Settling An Estate page 12" href="http://viewer.zmags.com/publication/61705222?page=12"> Jenny's Story… (continued) </a> <a title="Settling An Estate page 13" href="http://viewer.zmags.com/publication/61705222?page=13"> Jenny's Story… (continued) Since her business wa</a> <a title="Settling An Estate page 14" href="http://viewer.zmags.com/publication/61705222?page=14"> Jenny's Story… (continued) Jason's claim also me</a> <a title="Settling An Estate page 15" href="http://viewer.zmags.com/publication/61705222?page=15"> Jenny's Story Epilogue It certainly isn't common</a> <a title="Settling An Estate page 16" href="http://viewer.zmags.com/publication/61705222?page=16"> Common Tasks Required of an Executor The follow</a> <a title="Settling An Estate page 17" href="http://viewer.zmags.com/publication/61705222?page=17"> Common Tasks Required of an Executor (continued) </a> <a title="Settling An Estate page 18" href="http://viewer.zmags.com/publication/61705222?page=18"> Glossary administrator The person appointed by</a> <a title="Settling An Estate page 19" href="http://viewer.zmags.com/publication/61705222?page=19"> FOR EXECUTORS: Preparing for your appointment che</a> <a title="Settling An Estate page 20" href="http://viewer.zmags.com/publication/61705222?page=20"> Prepared for: Name of estate: Date of appointment</a>