Estate Planning Solutions

"LET US DO THE PAPERWORK"

The amount of paperwork and detail required to settle an estate can be overwhelming...completing forms for Government Agencies, Investment Companies, Banks and Insurance Companies can be stressful.

We will assist your Executor on Estate matters and work with your lawyer and accountant to ensure a smooth transfer of assets.

Our services will allow you to concentrate on other important family matters leaving the paperwork to us.

LET US HELP BY:

Applying for CPP Benefits:

• Death Benefits
• Survivors Pension

Preparing Claimant's Statement to Insurance Companies

• Death Certificate
• Will
• Physician's Statement

Arranging New Beneficiaries

Changing ownership on Open Investment Accounts

Transferring ownership on RSPs and RRIFs

Preparing a guranteed tax efficient income stream