Estates overview

Get an overview of Estates at Questrade and additional government of Canada resources about wills and estate planning.

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.

Questrade’s role

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 settlement guides in this lesson.

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