Our Estate Support assists Executors with timely notification for the estate of the deceased.
Step 1 – Client and Case Manager conduct a 20 minute interview
Step 2 – Advisorly produces ALL the required letters of notification AND supporting documentation
Step 3 – Review and sign documents with the Case Manager
Step 4 – Advisorly will deliver your documents to the post office in addressed envelopes with prepaid postage.
The service will be available for one year. If things come up, and you need more letters, just give us a call.
Below is a list of just a few samples of what’s covered.
And please read our disclaimer.
‘Dealing with a loved one’s estate is not easy. Several years ago I set up a pre-planning cremation service for my grandmother with Elements and then, upon her passing, I was referred to Advisorly to assist with settling her estate. This service was extremely helpful by saving me considerable time and it brought me peace of mind knowing that I was not missing any details. I highly recommend using Advisorly.’
Kim Madill, client
Notifications in the following areas
Government
Canada Revenue Agency
CPP Death, Survivor’s & Children’s benefits
GIS Supplement Application
Social Insurance Number
Health Card Number
Canadian Passports
Driver’s License
Canadian Citizenship Card
Statutory Declaration of Marriage
Statutory Declaration of Common-law Union
Disability Assistance Programs
International Government Documentation
Household
Utilities Service Providers
Landlord Death Notice
Home Insurance
Health & Wellness
Disability Parking Permits
Gym/Fitness Memberships
Medic Alert
Other Notifications & Cancellations
Canada Post
Department Stores
Firearm License & Registration
Wildlife Federation/Outdoors Clubs
Firearm License & Registration
Airlines
Hotels
Financial
Equifax & Transunion
Visa/Mastercard/American Express
Private Pensions
Life Insurance
Banks/Credit Unions/Mortgage Lenders
Employment
Employer Notifications
Rewards, Loyalty, & Memberships
Costco
Shopper’s Optimum
Hudson’s Bay
Plum Rewards
Canadian Tire
Esso Extra
Airmiles
Aeroplan
Save on Foods
PC Points
Beneficiary Notifications
And more…
