Ontario executor toolkit · Free timeline
Every executor deadline, on autopilot.
You've just been named the estate trustee for an Ontario estate — and no one handed you the calendar. Enter two dates and EstatePilot maps out every hard deadline ahead of you, on the exact day it falls, with the documents each one needs.
Runs entirely in your browser. Nothing you enter is uploaded or stored on a server.
CPP death benefit application
One-time $2,500 benefit to the estate.
Estate Information Return
Reconciles the Estate Administration Tax.
Terminal T1 tax return
The deceased's final income tax return.
The free timeline
Two dates in. Your Ontario deadline map out.
EstatePilot doesn't ask for names, account numbers, or dollar figures. It takes two dates, applies the fixed Ontario rules, and shows you the deadlines those dates create.
Build your executor timeline
Everything runs on your device. Your two dates are used only to compute your deadlines, right here in the browser.
How it works
A dated plan, not a pile of PDFs
Enter two dates
The date of death and the date your estate certificate was issued. No names, no balances, no account numbers — the tool never asks for them.
See your first deadlines free
Your device runs the two dates through the fixed Ontario rules and shows the first deadlines on your calendar, each with what it is and the documents it needs.
Unlock the full autopilot
For $19 you get the complete dated timeline, a document checklist for every deadline, a print-ready plan, and a calendar file that drops every date — with a two-week reminder — into your phone.
Why this matters
The clock starts whether you know it or not
Being an estate trustee is a legal job with hard filing dates attached — and some of them carry real penalties. Ontario's Estate Information Return alone must be filed within 180 days of the certificate, and a late or incorrect one can cost from $1,000 up to twice the tax owing. Miss the terminal tax return and interest runs against the estate. EstatePilot turns those scattered rules into one dated plan so nothing quietly slips past you.
- Runs 100% in your browser — your dates never leave your device.
- No account, no login, nothing to upload or trust us with.
- Never asks for names, account numbers, or dollar figures.
- Every deadline ends by pointing you to confirm it with an estate lawyer or accountant.
Questions
Common questions
Is this legal or tax advice?
No. EstatePilot is an educational organization tool. It takes the dates you enter and formats general Ontario deadlines and the procedural steps that go with them — it never tells you what you personally should do, and it doesn't know the specifics of the estate. Every deadline ends the same way: confirm it with an estate lawyer or accountant. Treat it as a map for the right conversations, not a decision.
How are the dates calculated?
Deterministically, from your two dates, using fixed Ontario rules — for example, the Estate Information Return is 180 days after the certificate date, and the terminal T1 return is the later of April 30 of the year after death or six months after the date of death (June 15 where the deceased or their spouse was self-employed). Nothing is guessed or generated; the same inputs always produce the same dates.
Is it built for Ontario?
Yes. Today EstatePilot covers Ontario estates in full — the Estate Administration Tax and Estate Information Return, the federal terminal and estate (T3) returns as they apply here, and the CRA clearance certificate. Other provinces are marked "coming soon" and are disabled until their rules are built out, because the deadlines and probate tax differ province to province.
What's free and what costs money?
Building your timeline and seeing your first deadlines — the real dates, what each one is, why it matters, and the documents it needs — is free. For $19 (one time) you unlock the full plan: every remaining deadline dated the same way, a document checklist for each, a print-ready copy, and a calendar (.ics) file that adds every date to your phone with a two-week reminder.
Will it tell me how much tax the estate owes?
No — and that's deliberate. EstatePilot doesn't put a dollar figure on the estate or tell you how to file. It surfaces when each obligation falls and what documents it needs, so you can prepare and hand a professional a clear, organized picture. The numbers themselves come from your accountant.
I don't have the certificate yet — can I still use it?
Yes. The tax deadlines are anchored to the date of death, so those are firm. For the Estate Information Return, use your best estimate of the certificate date to see roughly when it will fall, then re-run the tool for exact dates once the certificate is issued.
You didn't ask to be the executor. At least you can see what's coming.
Two dates, and every Ontario deadline lands on your calendar — with the paperwork each one needs.
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