Being named in someone’s estate plan is an important responsibility—and we’re here to help you succeed.
Whether you’ve been appointed as a liquidator, tutor, or pet guardian, this guide will walk you through the basics of what each role involves. If you’d like more details, we’ve also included links to in-depth resources that cover everything you need to know about each role.
Liquidator
In Quebec, a liquidator is responsible for settling the estate of someone who has passed away with a will. This involves ensuring that the deceased’s wishes are carried out according to the law and their will.
As a liquidator, your responsibilities include:
- Obtaining the will and death certificate
- Notifying beneficiaries, creditors, and government agencies of the death
- Taking inventory of the deceased’s assets, such as property, bank accounts, and investments
- Managing the estate’s debts and taxes, including filing the deceased’s final tax return
- Distributing assets to the beneficiaries according to the will
- Selling property or assets if necessary to cover debts or distribute funds
- Keeping detailed records of all transactions related to the estate
- Closing the estate once all duties are fulfilled
It’s a significant responsibility, but there are resources to help you navigate the process.
Learn more about your duties as a liquidator →
Tutor
If you’ve been named a tutor in someone’s will, you’re being trusted to care for and raise their minor children if they are no longer able to. As a tutor, you’ll have various responsibilities to support the child’s growth and well-being.
Your duties as a tutor include:
- Providing for the child(ren)’s physical, emotional, and developmental needs, including healthcare, education, and daily care
- Making decisions about the child(ren)’s upbringing, including their education, extracurricular activities, and cultural practices
- Managing the child(ren)’s finances and assets if you are also named as the liquidator of their property
- Filing reports with the court, if required, regarding the child(ren)’s financial matters
- Ensuring that the child(ren) maintain relationships with family members and stay connected to their cultural heritage
- Representing the child(ren)’s interests in legal matters
Accepting the role of tutor is a major responsibility, but we’re here to guide as you navigate your duties.
Learn more about your responsibilities as a tutor →
Pet Guardian
Being named a pet guardian means someone trusts you to care for their beloved pet after they’re gone. As someone’s pet guardian, you provide peace of mind for the pet owner because they know that their pets will receive a home filled with love and care even if their owners pass away.
As a pet guardian, your responsibilities include:
- Providing food, shelter, and general care for the pet(s)
- Ensuring regular veterinary visits and medical care
- Managing any ongoing medical treatments or special needs the pet(s) may have
- Maintaining the pet(s)’ regular routine to minimize disruption in their life
- Caring for the pet(s)’ emotional well-being, including providing companionship and attention
- Following any specific instructions left by the original owner, such as dietary preferences or favourite activities
Becoming a pet guardian is an important and costly responsibility. This is why Willful users can also set up pet trusts to leave funds for their pet guardians in the future.
Learn more about being a pet guardian →
Legatee
If you've been named a legatee in a will, congrats! As a legatee, you’re entitled to receive an inheritance of assets or property from the estate of the deceased. Legatees can include family members, friends, charities, or organizations.
The responsibilities of a legatee include:
- Communicating with the executor to stay informed
- Providing any required information, such as identification or banking details, to receive your inheritance
- Exercising patience and giving the executor space to work, as the executor needs to settle debts and taxes before distributing assets
Legatees also have certain rights, such as:
- The right to be informed about the status of the estate and when you can expect your inheritance
- The right to a timely distribution, within a reasonable timeframe
- The right to challenge the will in court if there are concerns about its validity
Learn more about legatees in a will →
Create your own estate plan today
Getting added to someone’s estate plan is a sign of deep trust. Whether you’ve been appointed liquidator, tutor, or pet guardian, each role comes with responsibilities that the testator believes you can excel at.
Being appointed in a will is a good reminder to make your own as well. If you haven’t created a will yet, you can easily start one online with Willful.
