- Review will
- Determine who will act as executor or administrator of estate
- Order Death Certificate (Issued by Provincial Government)
- Secure estate assets and ensure adequate insurance coverage
- Notify Canada Post to redirect mail
- Call Service Canada, advise of death, and obtain information regarding Canada Pension Plan, Old Age Security and related benefits, tel: 1-800-277-9914
- Contact life insurance company to obtain benefits/claim forms
- Contact financial institutions to remove deceased’s name from join accounts or to transfer accounts held solely by deceased into the name of Estate
- Contact credit card companies to remove deceased’s name from accounts or cancel accounts
- Contact local ICBC Autoplan broker, or private insurer if applicable, to cancel or change car insurance
- Notify phone and utility companies to change the name on bills or change service
- Contact accountant to file tax returns and apply for clearance certificate
- Locate estate assets and safety deposit box
- Contact Elections BC if death occurred outside of British Columbia
- If deceased received pension benefits, extended health and dental benefits from a pension plan, contact the pension plan administrator to advise of death and determine eligibility for continued benefit coverage for dependents
- Contact Service Canada regarding employment insurance
- Contact Medical Services Plan to confirm MSP coverage termination, tel: 604-663-7100
- Contact Passport Canada to cancel deceased’s passport, tel: 1-800-567-6868
- Contact Social Insurance Registration to cancel deceased’s Social Insurance Number, tel:1-800-206-7218
- Notify Canada Revenue Agency of death and cancel benefit payments in name of deceased, tel:1-800-277-9914
- If deceased was receiving veteran’s benefits, call Veterans Affairs Canada, tel:1-800-522-2122
- Cancel deceased’s Driver’s License at local ICBC Driver Licensing Office, tel:604-661-2800
- Sell real estate, if applicable (seek advice of realtor)
- Contact BC Gazette (and local newspaper) to arrange for publication of notice to creditors, tel: 1-800-663-6105
- Pay debts of deceased
- Maintain detailed accounting of assets as well as receipts and disbursements during administration of estate