Information for Lawyers
cbm Canada
3844 Stouffville Road,
PO Box 800
Stouffville ON L4A 7Z9
Toll Free: 1.800.567.2264
P. (905) 640.6464
F. (905) 640.4332
Legal name:
Christian Blind Mission International
Charitable Registration Number:
10691 8329 RR0001
cbm Contact:
Grace Soukup, Manager, Planned Giving
T. 905-640-6464 x288
1-800-567-2264 x288
Information for Executors and Estate Trustees
cbm Canada’s Estate Administration Policy
Legal name: Christian Blind Mission International
Operating as: cbm Canada
The following is information cbm Canada requires from the Executor(s) in order to demonstrate to third-parties, such as its external auditor, that the full wishes of the deceased have been carried out according to their Last Will and Testament.
For a Specific Bequest:
- A copy of the Notice of Application for Certificate of Appointment of Estate Trustee with a Will or Letters Probate.
- A copy of the pertinent portion of the Will where cbm Canada is listed to receive the specific bequest.
For a Residual Bequest:
- A copy of the Notice of Application for Certificate of Appointment of Estate Trustee with a Will or Letters Probate.
- A copy of the entire Will.
- A copy of the List of Assets and their value at date of death.
- A copy of Executor’s interim and final accounting of receipts and disbursements for revenue accounts and capital accounts.
cbm Canada’s Process for Handling Requests by Excecutor(s) to Vary the Will:
- cbm Canada will ask for the request to vary the Will to be submitted by the Executor(s) in writing along with a copy of any background documentation that the Executor(s) may have.
- cbm Canada will forward the estate file to cbm Canada’s legal counsel who will review the file and advise cbm Canada on next steps.
- cbm Canada’s lawyer will communicate either directly to the Executor(s) or to the legal counsel for the estate.
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