Estate complexity - Executor's tool How can I tell what level of assistance I'll need to be the executor of an estate? Use our planning tool to determine a solution that best meets the needs of the estate.   1. What is the estimated value of the estate?   Under $100,000 $100,000 to $350,000 Over $350,000   2.   Are there assets in the estate that require professional investment advice?   under $100,000 $100,000 to $350,000 over $350,000   3. Does the estate include real estate?   Yes No   4. Are any of the estate's assets located out of the country or province?   Yes - country Yes - province No   5. Do any of the beneficiaries live outside of the country or province?   Yes - country Yes - province No   6. Do you live in the city/town where the deceased lived?   Yes No   7. Does the estate own an active business or limited company?   Yes No   8.     Do you have the time and expertise to complete the income tax returns for the estate, value assets, and prepare an accounting statement for the beneficiaries or the courts?   Yes No   9.     Do you think you will need to hire professionals to help with some or all of the administration of your estate (e.g., appraisers, accountants, lawyers)?   Yes No   10. Does your will set up a trust for an intended beneficiary?   Yes No   11. Are minor children among the beneficiaries?   Yes No   12.   Is there a potential for disputes among family members or other beneficiaries over the estate?   Yes No TD Private Client Group Estates and Trusts Specialists would be happy to answer any questions you may have. If you would like to learn more about our services or arrange a meeting with one of our Specialists, please contact the Estates and Trusts branch nearest you by consulting our Estates and Trusts Branch Directory.