Estates overview

An estate refers to all of the assets an individual owns (or owes), and can be comprised of real estate, financial securities (stocks, ETFs, etc..), cash, personal possessions and more.

Estate planning refers to how an individual’s assets will be handled after they pass away, and can involve executors, beneficiaries, wills and more.

To help you navigate this sensitive and difficult topic, we’ve assembled this short guide on the estate settlement process at Questrade, including additional government links and a glossary to help explain basic terms that are commonly used during the estate settlement process.

At Questrade, we understand the difficult nature of settling the account of a loved one and we are here to help with this part of the estate process.

We’ll work with you and your loved ones, and have a dedicated team of estate professionals who are focused on compassionately providing assistance through the account settlement process.

We understand that being the executor of an estate is a big responsibility. To help you get started, you may want to explore the government resources below and the settlement guides in this lesson.

If any of the terminology used causes any confusion, feel free to explore the estates glossary for detailed definitions.

Please note: Questrade cannot assist with the estate planning process as it does not provide legal or financial advice.
Please seek independent legal and/or financial advice regarding estate planning.

Note: The information in this blog is for educational purposes only and should not be used or construed as financial or investment advice by any individual. Information obtained from third parties is believed to be reliable, but no representations or warranty, expressed or implied, is made by Questrade, Inc., its affiliates or any other person to its accuracy.