Sign, Mail, Notify.
Our Estate Guide assists Executors with timely notification for the estate of the deceased.
Step 1 – Client and staff conduct a 20 minute interview
Step 2 – Advisorly produces ALL the required letters of notification AND supporting documentation (ID, Certified Death Certificates, and required forms)
Step 3 – Review and sign documents with the Case Manager – YOU JUST SIGN!
Step 4 – Advisorly will deliver your documents to the post office in addressed envelopes with prepaid postage.
The service will be available to you for one year, and if things come up, and you need more letters in the future, just give us a call.
Below is a list of just a few samples of what’s covered.
And please read our disclaimer.
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…
