This is why we provide our clients with an Executor's Information Package. This package is a comprehensive set of tools and information, designed to assist an Executor with organization and settling of an Estate in a timely manner.

In the immediate term we notify Service Canada (CPP/OAS) that a person is deceased. This helps to protect against Identity Fraud.

In the short term we provide various forms and letters to assist with filing for government benefits and notifying credit card, life insurance, and pension companies.

To assist in the mid- to long- term we can provide you with an Executor’s Workbook and can also provide access to an Executor’s website that will for payment look after many of the details for you. Both include information and worksheets as well as personalized forms and letters.

Our information for Executors:

Protects against Identity Fraud
Provides you with the information and direction you need
Assists you with administrative tasks — saving you time and effort
Gives you peace of mind that you can settle the Estate in a timely manner

Please note that the information we supply does NOT provide you with Legal or Accounting advice. Each Estate is different and you should seek professional assistance for Legal and Accounting matters.

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