To create a new case, select Add New Estate. For every new estate you create, you’ll be asked for the following:
1. Upload a copy of the Act of Death
Our system will automatically read the document you’ve uploaded, and you’ll be asked to carefully review the information. You’ll have the option to edit any of the details before moving on to the next step.
You can also upload a death certificate, but the copy of the Act of Death contains more information, such as the deceased's address, which will save you from having to enter this data manually.
2. Will Search Certificates
In Quebec, you are legally required to search for the deceased’s will in two registries:
You cannot proceed with the liquidation process until you have completed the will search in both registries.
The will search certificates you receive from these registries will indicate whether they have a will on file, and its date. Otherwise, the certificates will indicate that there is no will. In either case, you must complete the will searches and provide the two certificates. These will be required at different stages of the liquidation process. Next, using the the information from the will search certificates, the liquidator can ensure he is contacting the right notary or lawyer to obtain the last will.
The will search certificates include the deceased's Social Insurance Number, which our system will be able to automatically read; before moving on to the next step, confirm that the number is correct.
3. Upload a copy of the will
If there is no will, select this option. When there is no will, the estate is considered intestate, and the assets must be distributed according to the law.
Otherwise, upload the copy of the will at this stage.
4. Marital Status
Next, you'll be asked about the deceased's marital status. This is a key consideration in the liquidation process as it dictates whether the succession must divide some assets (or their value) with the surviving spouse.
Note that in Quebec, common-law partners do not have the same rights as married or civil union couples. In these cases, the surviving partner would have to be named in the will to inherit anything.
If the deceased was married or in a civil union, you can provide the spouse's details and the date of marriage here or at a later stage.
5. Select your role
A. Corporate liquidator: your company is explicitly named in the will
B. Agent for the liquidator: the liquidator named in the will has hired your firm to aid in the liquidation process. If you select this option, you can add the liquidator's information on the next step, or come back to this later.