Executor advisor · Prince Edward Island
Someone has died, and now there are a hundred things to do.
You don't have to figure it all out yourself. Reconciled helps executors on PEI understand the steps, organize the paperwork and keep track of every account and institution, so nothing is missed and you always know what comes next.
What we help with
Practical help after a loss.
Being named executor usually means months of paperwork, phone calls and follow-ups, often while you are grieving. We bring order to it.
Understand the road ahead
We walk you through the usual stages of settling an estate on PEI, in plain language, and explain what your lawyer, accountant and bank typically do at each step.
Get the paperwork in order
We help you gather, sort and catalogue statements, bills, policies and records, and build a clear list of assets, debts and accounts from the information you provide.
Know who to notify
Government, banks, insurers, pensions, utilities, subscriptions, digital accounts. We identify the organizations that may need to hear from you and what each one usually asks for.
Keep everything on track
A shared tracker of tasks, deadlines and correspondence, with regular check-ins and reminders, so you can see at a glance what is done and what is waiting.
Our role
You stay the executor. We are your advisor.
Reconciled supports you while you carry out your duties. Every decision, signature and instruction stays with you. When a question needs a lawyer or an accountant, we will say so, help you prepare for the meeting, and hand them an organized file.
Some tasks can be done by anyone. Others have strict legal requirements.
We take care of organizing, tracking and explaining. Legal advice, probate applications and tax returns belong with your lawyer and accountant, and we will help you work with them.
Why Reconciled
Local, personal and careful with your information.
Here on the Island
PEI-based, and familiar with how estates are handled here. Meet in person or by phone or video, whichever suits you.
Clear, fixed pricing
Fixed packages agreed up front, never a percentage of the estate. You know the cost before we begin.
Privacy first
We never ask for passwords. Your documents are kept in encrypted storage and shared only with people you approve.
Trained for this work
Currently completing the Certified Executor Advisor (CEA) designation, with a growing network of PEI lawyers and accountants to refer you to.
A first conversation
Tell us where things stand.
A free, no-obligation call to talk through the estate, what has been done so far, and whether Reconciled is the right fit.