Estate, tax and real estate: what to know before selling a loved one’s home
A notary, a tax accountant and a real estate broker together, to give you the full map of the journey.
The recording
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Free access, no registration. Presented in French. Pause and come back to it at your own pace.
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This session is educational in nature. The content presented is general information and does not constitute legal, tax or personalized financial advice. Every estate is unique: always consult a professional about your own situation.
Contents
The session
When someone passes away, a house remains. And with it come, all at once, questions no one prepares us for. Who has the authority to decide? Do we have to wait until the estate is settled before selling? And above all, the one you may not dare ask out loud: how much of this will taxes take?
On August 5, there were two of us answering those questions, notary Me Melinda Maysounave and myself. We covered the legal path and the real estate path. And by the end of the session, one question came back more than any other: what about taxes? We answered honestly that the subject deserved better than an improvised reply in the closing minutes, and that we would return with a tax specialist.
And so we did. On October 6, we ran this webinar again, as three. Verensa Akouemo, Chartered Professional Accountant and tax specialist, joined us to cover the entire tax side: what a death actually triggers, what is taxed and what is not, and why the value of the home on the date of death will follow you all the way to the day of the sale.
On the programme
What you will learn
Who decides, and who signs
The liquidator’s role and the real extent of their powers. What changes depending on whether there is a will. The will searches, and why no notary will move forward without them.
The key that unlocks the sale
The declaration of transmission: what it is for, when it must be signed and published, and how to prepare the property for market while the legal side advances, without losing months unnecessarily.
What the tax authorities do at death
There is no estate tax and no inheritance tax in Quebec or in Canada, and you are not the one being taxed. We explain what actually is: the deemed disposition, the principal residence exemption and why it is never automatic, the value on the date of death that becomes your cost base going forward, and the situations that change everything: the cottage, the income property, a home you decide to rent out, and the heir who lives abroad.
Sell, keep or buy out
How to decide when there are several of you. What the new June 2026 rule changes for the welcome tax when a property is received through an estate, and the nuance that applies when one heir buys out the others. And how to set a fair, defensible figure that brings the family together instead of dividing it.
Documents, timelines and clearance certificates
The liquidator’s toolkit, document by document. The realistic timeline, the one that accounts for the certificate of location and its weeks of waiting. The tax returns to be filed, and the clearance certificates: the documents no one talks about, which determine the day the inheritance can finally be distributed, and which personally protect the liquidator.
Selling in the real world
Sales without legal warranty, now the norm rather than the exception: they represented 43% of residential sales in Quebec in 2025, compared with 4% in 2010, according to the QPAREB. The unoccupied home and the first thirty days that matter to your insurance. And the real state of the market at the moment you sell, sector by sector.
For you
Who this recording is for
You are a liquidator who has just accepted a role whose scope you are only beginning to grasp.
You are an heir, there are several of you, and the house has become the subject no one dares raise.
You are supporting an aging parent and would rather understand the process now, while there is still time to do things properly.
You are an advisor, an accountant or a professional in the field and you want a complete view of the three disciplines that intersect in an estate file.
In all four cases, you are in the right place.
At a glance
The recording at a glance
Presented
Tuesday, October 6, 2026
Length
1 hr 20 min
Presenters
A notary, a tax accountant and a real estate broker
Format
Online video in French, to watch whenever you like
Cost
Free, no registration
Could this recording help someone you know? Just send them the link to this page.
Three disciplines, one session
Your presenters
About
Dania Fawaz, MBA
Residential and commercial real estate broker
Dania works with families and investors across Greater Montreal and the South Shore. Before devoting herself to real estate, she spent more than twenty-five years in strategy, management and negotiation inside well-established companies.
That dual perspective, entrepreneur and investor, shapes how she works: a structured decision process rather than a series of reactions, and support that holds up when a file gets complicated.
She holds an MBA and a graduate diploma in international business, and pursued graduate studies at INSEEC Paris and UCLA. She is also the author of several guides and mentors women entrepreneurs and professionals.
In this webinar she covers the real estate path: bringing an inherited home to market, setting a price the family can agree on, and selling without legal warranty.
About
Me Melinda Maysounave
Notary · BA, LL.B., LL.M.
Me Maysounave has been a notary in private practice since 2024. She is also an entrepreneur, which gives her a practical read on the files she takes on.
She holds a bachelor’s degree in linguistics from Université du Québec à Montréal, a bachelor’s degree in law and a master’s degree in notarial law from Université de Montréal. That range lets her approach every transaction with an open mind.
The protection of vulnerable persons and estate law are central to her practice. She focuses on the human side of each file and guides her clients through the different stages of life.
In this webinar she covers the legal path: the liquidator’s powers, the will searches, the declaration of transmission and the document toolkit.
About
Verensa Akouemo, CPA, auditor
Tax specialist · President of Voze Accounting Services
Verensa works with individuals, estates and businesses on their tax obligations, and on preparing the returns and certificates required to close a file properly.
Born and raised in Cameroon, she came to Canada in 2012 to continue her studies. She graduated from Université de Hearst in 2018, became a member of the Ordre des comptables professionnels agréés du Québec in 2023, and is currently completing a master’s degree in taxation at Université de Sherbrooke.
She has more than a decade of practice, including at Baker Tilly and Deloitte, and in investment banking at Société Générale. She has taught accounting and finance at Université de Hearst since 2022. In 2024 she founded Voze Accounting Services, which won the local Défi OSEntreprendre prize that same year.
In this webinar she covers the entire tax side: the deemed disposition, the principal residence exemption, the value on the date of death and the clearance certificates.
An estate does not settle faster because you hurry. It settles faster because you have understood the order of things.
Webinar of October 6, 2026An estate to settle, a home to sell?
Every file is different. Let’s talk about yours: where you stand, what is left to do and the options available to you for the home.
This session is educational in nature. The content presented is general information and does not constitute legal, tax or personalized financial advice. Every estate is unique: always consult a professional about your own situation.