Personal Law > Estate/Succession > Declaration of transmission of movable property (bank account, certificate of deposit, etc.)

Declaration of transmission of movable property (bank account, certificate of deposit, etc.)

The declaration of transmission of movable property establishes the transfer of the deceased's rights to his heirs...more

Answer the questionnaire.

Print your declaration of transmission.

Sign it.

On payment the document will be instantly generated
Starting from $50 * Details
Have your questionnaires reviewed by a member of our legal team for an additional $40
Description
  • The declaration of transmission of movable property establishes the rights of the heirs in the amounts deposited at a financial institution regarding:
    • Various investments;
    • Shares;
    • Pension plans.
  • Financial institutions shall remit these amounts, as applicable, to the liquidator or to the succession/estate.
  • At the end of his administration, the liquidator distributes the amounts received from these financial institutions to the heirs or beneficiaries.
  • The Civil Code of Quebec requires no formality for the declaration of transmission, but some financial institutions, according to their internal policies, may require that the affidavit attached to this document be signed before a commissioner for oaths, a notary or a lawyer. It is best to verify with the relevant institution if it has specific requirements as for the officer who shall attest the said affidavit.
  • Note that this service is not relevant for real estate property, which in this case will require a notarized declaration of transmission.
  • For more information, more complex situations or to simply obtain a declaration of transmission of an immovable property (real estate property), we invite you to contact  .

Other services offered

Death certificate Will search Appointment of the liquidator Declaration of legal heirs Inventory of the estate Rendering of account by the liquidator Discharge by the heirs to the liquidator
Options and fees
Price
Declaration of transmission of movable property (bank account, certificate of deposit, etc.) $50
To prepare in one operation a declaration of transmission for various institutions where the deceased held his property.
- Provide an additional amount of $15 starting from the second (2nd) institution where the deceased held his movable property.
-
In order to have the affidavit pertaining to this document signed by one of the heirs before a notary from Notaire-Direct Inc. office, located in Montreal.
- Provide an additional amount of $10 starting from the second (2nd) affidavit to be signed before a notary.
- This option requires the intervention of a member of our team, so its cost is never credited.
Starting from
$50
Have your questionnaires reviewed by a member of our legal team
- This option requires the intervention of a member of our team, so its cost is never credited.
$40
Guidelines

You can choose to draft a "Declaration of transmission of movable property" online. Here are the steps you need to follow :

  • You will first need to make sure that you have in your possession the final Will search from the Chambre des notaires du Québec and from the Barreau du Québec, the death certificate issued by the Registrar of civil status as well as a copy of the Will (if any);
  • Start the service by clicking on the blue button labelled "Click here to start";
  • If it is not done yet, please register;
  • Complete the questionnaire by entering the information required for the preparation of the declaration of transmission;
  • Once you have completed the questionnaire, you pay the required fee with your credit card;
  • Print the declaration of transmission and proceed with its signature in accordance with the formalities required by the institution to which it will be submitted;

For more complex situations requiring further analysis, please contact  .

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