List of Useful Documents for the Settlement of a Succession
Documents Relating to Funeral Wishes
- Prearranged funeral services contract and prepurchased burial contract
- Document stating funeral wishes
- Funeral bill and invoice attesting to payment
Legal Documents
- Residential lease
- Will search certificates from the Barreau du Québec and the Chambre des notaires
- Certificate or judgment of adoption
- Marriage, civil union or de facto union contract
- Declaration of heredity
- Declaration of dissolution of a civil union
- Declaration of dative tutorship (tutor to a child under 18 years of age)
- Divorce decree or decree of separation
- Support judgment
- Declaratory judgment of death (disappearance of a person)
- Acquittance
- Coroner’s report
- Renunciation of a succession
- Renunciation of the family patrimony
- Application for the probate of a will
- Will, codicils
- Titles of ownership (principal residence, secondary residence, rental building, land, etc.)
Administrative Documents (cards, permits, Licences, certificates)
- Health insurance card No. _________________
- Social insurance card No. _________________
- Permanent resident card
- Credit cards
- Debit cards
- Certificate authorizing the distribution of property (Revenu Québec)
- Group insurance certificate
- Firearm registration certificate
- Vehicle registration
- Certificate of citizenship
- Certificate of competency (construction workers)
- Death certificate, copy of the act of death, attestation of death issued by the Directeur de l’état civil
- Clearance certificate (Canada Revenue Agency)
- Certificate of divorce
- Certificate of location
- Birth certificate (issued after 1994)
- Hunter’s or trapper’s certificate
- Recent government correspondence
- Passport (Service Canada)
- Security guard licence (Sûreté du Québec)
- Driver’s licence No._________________
- Gun permit (Sûreté du Québec)
- Disabled parking permit
- Visa
Financial Documents
- Shares held in a private company and investments
- Statements of remuneration
- Document relating to a safety deposit box (no., keys) relating to a safety deposit box (no., keys)
- Document relating to a trust account
- Notice of liquidator’s final account
- Instalment contract
- Vehicle purchase or lease contract
- Automobile insurance contract
- Mortgage contract
- Warehouse rental contract
- Trust income tax return (Revenu Québec)
- Income tax return for the year prior to death (Canada Revenue Agency)
- Income tax return for the year prior to death (Revenu Québec) and supporting documents
- Investment certificates
- Bills to be paid out of the succession (notary, accountant, etc.)
- Bills from service providers, e-bills, preauthorized payments (phone bill, Internet, Hydro-Québec, etc.)
- Inventory of all belongings
- Bankbooks
- Savings bonds
- Insurance policies (life, home, legal, etc.)
- Appraisal report (jewelry, collections, works of art, etc.)
- Acknowledgement of debts (IOUs) and other debt securities
- Statement of contributions from the Commission administrative des régimes de retraite et d’assurances
- Statement of contributions from the Régie des rentes du Québec
- Statement of school, municipal taxes
- Statement for the account opened at a financial institution for the purposes of the succession
- Statements of account for registered retirement savings plans ( RRSPs) or registered education savings plans ( RESPs) and other financial investments
List of Useful Documents for the Settlement of a Succession
Me Leopold Lincà NOTARY
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