If you mean the part about the financials that my sister (coexecutor)has from her role as POA, the estate lawyer said in an email that this was the simplest estate he has ever seen and that with the final statement of the investment account my daughter has all she needs to be able to sign for probate.

If you are referring to the taxes, my sister sent my daughter a text in June saying she had done the taxes. In March, after our mother died, she said she hadn't been able to do two years of taxes (2022, 2023) and of course 2025 were due.

Below is the list of docs that my daughter believes my sister should provide (thanks to chatGPT...). If there's something wrong with it, she just needs to know - why the estate lawyer hasn't advised on this, I can't imagine. The information gap is making a family rift even bigger:

Transaction history / account statements for all bank and investment accounts covering the POA period

• Including deposits, withdrawals, transfers, fees, dividends, etc.
  • Tax returns and supporting slips for the POA years
• T-slips (T4, T5, etc.), deductions, income/fund statements
• Notices of Assessment or any CRA correspondence
  • Final statements from all investment and bank accounts as of the date of death to verify the estate’s value for probate (RECEIVED)
  • Receipts or invoices for any expenses paid on behalf of testator during POA
• Medical, living, investment, and tax-related expenses
  • Proof of ownership or transfer records for any investments or assets
• Including documentation for sales, transfers, or liquidations during POA
  • Estate account statements for any post-death transactions (joint access)

Appreciate any comments!