Role as Liquidator - National Bank of Canada

 

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EVALUATE THE CONTEXT OF YOUR ROLE
AS LIQUIDATOR AND THE COMPLEXITY
OF YOUR DUTIES

   
�tape 1
HUMAN ISSUES YES NO
     
This is your first estate settlement.
The heirs want you to settle the estate quickly.
There is tension within the family.
You do not have the time to do this.
There is more than one heir.
LEGAL ISSUES    
     
The marital situation is complicated.
Some heirs are minors or incapacitated.
There is no will (or testamentary clause in the marriage contract).
You are worried about the legal responsibilities.
The estate is complicated.
FINANCIAL ISSUES    
     
The property is not equally divided.
The assets are very diversified.
The tax issues relating to the estate seem complex.
Your financial knowledge is limited and the duties seem daunting.
There are assets outside of Canada.
TOTAL 0 0