Description
What the Online Executor Tool offers our clients:
1) Estate Fraud Protection – Daily electronic notification to key organizations (including Equifax and TransUnion) that a person has died. Intended to prevent Deceased Identity Fraud/Theft.
2) Aftercare Documents – Printed and given to the Executor/Family to assist them in starting the Estate Administration process. Includes cancellation/application for:
• CPP Death and Survivor’s benefits
• HRDC Income Security Programs (Cancel OAS and CPP payments)
• Canada Revenue Agency re-calculation of benefit entitlement form
• Personalized letters for credit card, insurance, and pension companies
3) Custom Printable Executor Tool Workbook – the information, forms, checklists, and letters printed in a format customized with the deceased name
4) Leather Executor Tool Kit – Helps keep paperwork filed and organized
Learn more here
