Opening an estate account with the bank shouldn\u0027t come with unnecessary roadblocks. Read more.
My discussion with CRA was equally professional, kind and empathetic. The agent walked me through how to upload all the required documents and to register as my mom’s estate representative.I made an appointment with my mom’s banker. This banker knew my mom personally and knew me as the power of attorney while mom was alive. I had all the requisite documents: original will, proof of death and my ID. “We need approval from head office, you will need to come back to sign.
Unfortunately, this happens every day to executors and executrixes across Canada. There aren’t enough people who train as trust and estate professionals, so banks and brokerage houses and financial custodians house their estate professionals in head offices where no one has to see the grieving family members.
We need to do better. We all hear the statistics of how women are the greatest beneficiaries of the biggest transfer of generational wealth. They are also increasingly becoming the people who sort out the estates of their parents and spouses.Article content
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