Executors & family

📞 Sara — executor in Calgary

Her father had died unexpectedly. Found the will and a fully-mapped estate in 12 days.

Time to estate close
7 months
vs typical
18 months
Unrecovered accounts
0

Sara's father died of a heart attack on a Tuesday. He'd talked about "having his affairs in order" but hadn't gone into details. The funeral home asked about pre-paid arrangements. The bank asked about a will. Her mother — disoriented, grieving — kept saying "I think Dad's lawyer has it, but I don't remember which lawyer." Sara was the named executor.

Day 2 — Find the will

Going through her father's wallet, Sara found a Last Treasure Map™ wallet card with his registration code: WR-3F4A-9C7E-1B22-XXXX. She went to /unlock the next morning.

She entered the case ID, her legal name, and her email. The system told her: yes, a will is registered for this person; here's what you need to upload.

Day 3–5 — Upload the proofs

Sara uploaded: the funeral director's death certificate (provided same-day), the Certificate of Appointment from the Alberta court (took a week to obtain through her father's lawyer), her driver's license, a selfie holding the license, and the PIN her father had written on the inside cover of the envelope with his original will.

Our review team confirmed all five documents within 36 hours.

Day 5–12 — Cooling-off

The 7-day cooling-off period began on day 5. Our system automatically notified the other named designees — Sara's mother (next-of-kin) and Sara's brother (alternate executor). Both confirmed via the email link that Sara was the right person. No dispute filed.

On day 12, Sara's magic-link access opened. She landed on the executor dashboard with the full Treasure Map.

Day 12 — Open the file

Inside the executor dashboard, Sara saw: a list of 8 financial institutions, 2 properties with deed locations, the corp her father had wound up but hadn't quite finished, two insurance policies (with named beneficiaries — proceeds bypassed probate entirely), his digital recovery materials (which let her reclaim a small crypto portfolio her parents hadn't known about), and a curated call list with phone numbers.

Every reveal of an account number or recovery phrase was logged with Sara's name and the timestamp. The audit trail meant her mother and brother could see exactly what she'd accessed, which kept the family conversation low-friction.

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