The social insurance number (SIN) is the Canadian equivalent of the EIN and is a 9 digits code to access government programs and benefits. Executors will need the social insurance number throughout the estate settlement process as a prerequisite to getting account access and submitting forms. For example, the final tax returns of the deceased will require the social insurance number before the Canada Revenue Agency will accept the submission. Given that executors cannot complete estate administration until the final tax return is approved, it is very important to have the details of the social insurance number (SIN).
What you need to know
What to do when a loved one dies
When people die, they leave behind a life that must be closed out. Don't tackle it all alone. From planning the funeral to tackling the legal & financial estate, here's an ultimate checklist of all the things an executor needs to do following the loss of a loved one.
Learn more
In collaboration with
Nick Broomfield, CPA, CMA, CEA
Nick is a Senior Analyst at HOOPP (Healthcare of Ontario Pension Plan) and General Manager of Atticus Canada at Atticus, Inc. In Nick’s role as a Certified Executor Advisor, he actively advises testators, executors and heirs through the successful generational transition of legacy's, helping to keep Canadian families happy, healthy and harmonious.
Nick is an industry expert and frequent author on fiduciary topics related to advanced tax planning and estate settlement strategies.
In collaboration with
This could be you
Atticus values the expertise and professional experience of our partners and community of contributors. And we appreciate that's what makes the fiduciary industry so uniquely special.
After all, being a fiduciary isn't something that's just learned— it's a mindset that's demonstrated, tested and enduringly earned.
That's why Atticus is built around a community of passionate executors, attorneys, wealth advisors, probate clerks and other professional fiduciaries.
🤔 Who else are we missing? You!
Join our mission to support families through some of life's most difficult events as we foster financial literacy for fiduciary topics like probate, estate planning, estate administration & inheritance.
Everyone leaves a legacy... together, let's make the process easier.
