Everyone should complete our Estate Inventory Booklet.
To order your copy, click here
"Things You Will Need To Know ........When I Cannot Tell You"
Our Boomer Wealth Coach Checklist contained in this Booklet is a handy list of Government Offices and other Agencies that might need to be contacted when settling an Estate.
It is important for you to complete and update an Estate Inventory often, so that your financial affairs are properly organized. Many people spend more time planning their annual vacation than their Estate distribution.
What would happen if there is a serious illness or death? Who else knows your wishes? Write them down in our easy to follow Estate Inventory Booklet.
You should review and update it regularly so it always contains current information to help your survivors wind up your estate in a timely and tax-effective manner.
Keep it in a safe place with all your important papers and inform your family and your executors of its whereabouts.
To obtain a copy for yourself, click here
"Thank you for the wonderful piece of mind that comes from knowing that everything has been put in its right place.Your Booklet was an easy "map" to get there" E.W.
What follows next are some items that might be needed to settle an Estate. Order these forms through us. These steps are only part of the process! Get our Booklet today! Call us anytime if you need our help.
User Information
CPP Death Benefit Application
CPP Survivors Benefits Application
Insurance Company Claim Forms
Guaranteed Income Supplement Benefit Application
Trillium Prescription Drug Benefit Application
Compassionate Care Qualification Application
Income Tax Reporting Requirements
Dormant Bank Account Search
Credit Card Cancellation
Health Card Return Procedure
Social Insurance Number Card Return Procedure
Passport Return Procedure
