Get Affidavit And Indemnity - Scotiabank

The Affidavit And Indemnity - Scotiabank is a crucial document required when managing the estate of a deceased individual. This guide provides you with clear, step-by-step instructions to help you fill out the form accurately and efficiently online.

Follow the steps to complete the form with ease.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in the 'Re: Succession of' section with the full name of the deceased individual. Ensure accuracy as this information is essential for processing.
3. In the 'I/We,' section, provide the names of all executors involved in the succession of the deceased. List them clearly and legibly.
4. Next, detail the date and place of the deceased's passing in section 1. This establishes the timeline for the estate management.
5. For section 2, list the account numbers held by the deceased with Scotia iTRADE. This information links the affidavit to the appropriate accounts.
6. In section 3, provide a comprehensive list of the deceased's next of kin, including their names and relationships to the deceased. This helps clarify family ties.
7. Complete section 4 by indicating the date of the deceased's last will and confirming that you are named as the executor. Attach a certified copy of the will as Exhibit 'B'.
8. Describe your relationship to the deceased in section 5. This establishes your legal standing in this matter.
9. Section 6 states whether or not you have obtained Letters Probate. If not, you may explain briefly your reasoning.
10. In section 7, report the total estimated value of the estate, including all assets outside Scotia iTRADE.
11. Affirm the validity of the will in section 8. Your belief in its authenticity is vital.
12. In section 9, request Scotia iTRADE to manage the accounts straightforwardly, prompting them to do so without the need for Letters Probate.
13. Ensure you and any co-executors swear or affirm your signatures before a commissioner or appropriate official where indicated. Review all signatures are gathered.
14. Review the entire document for accuracy and completeness. Save changes, and download or print the completed affidavit.

Complete your documents online to ensure a smooth process.