List of Useful Documents for the Settlement of a Succession, Settlement-of-a-Succession-notary.jpg


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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