A Practical Notification Checklist
37 organizations and account types categorized by government, financial, insurance, utility, telecom, and more.
Free Guide for Ontario Executors
The Ontario Executor Checklist
37 Organizations You May Need to Notify After a Death
Includes government • financial • insurance • utility • telecom • property • pension • subscription
A free guide to help Ontario executors understand which organizations may need to be notified after a death — including government agencies, banks, insurers, utilities, telecom providers, and more.
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What’s Inside
Everything in the checklist.
The Ontario Executor Checklist is designed to help you organize the notification process after a death.
A "Before You Begin" Preparation Section
A simple list of documents and information that may be useful to gather before contacting organizations.
Common Executor Mistakes
A helpful overview of issues that can create delays, confusion, or extra follow-up during estate administration.
Estate Complexity Self-Assessment
A quick way to understand whether the estate may involve a low, moderate, or higher level of administrative coordination.
Time Commitment Overview
A realistic explanation of the time and follow-up that many executors do not expect.
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Why Executors Use This Guide
A starting point for an unexpected workload.
Many executors are surprised by how much administrative work can follow a death. Important accounts may be spread across bills, statements, email records, bank transactions, and personal files. Without a clear system, it can be easy to miss something or spend more time than expected staying organized.
- Understand the common organizations to review
- Start organizing notifications in one place
- Avoid overlooking recurring accounts and service providers
- Prepare for conversations with institutions
- Get a clearer picture of the administrative workload ahead
Who This Guide Is For
This guide may be helpful if…
- You have been named executor of an estate in Ontario
- You are helping a family member manage estate-related administration
- You live outside Ontario and need to coordinate notifications from a distance
- You are preparing for responsibilities that may come after a loved one's death
- You want a simple starting point before speaking with professional advisors
Need Help?
Need Help With Executor Notifications?
Passage Co. provides administrative support for Ontario executors during the notification process following a death. Our team helps coordinate notifications with government agencies, financial institutions, utilities, telecom providers, insurers, and other organizations while maintaining organized records of the process.
Our goal is simple: to reduce the administrative burden on executors so they can focus on supporting their families and managing the broader responsibilities of estate administration.
Learn More About Passage Co.This guide is provided for general informational purposes only. Passage Co. does not provide legal advice, tax advice, probate services, or estate fund management. Executors should consult qualified legal, tax, or financial professionals where appropriate.