Life is for living. Let us help with the paperwork.
Estate planning, senior services and estate administration for individuals, families and executors. Personal guidance through life’s important transitions, one clear step at a time.
Support through life’s transitionsClear, approachable guidanceCare that feels personal
How we can help
Practical help. Personal attention.
Whether you’re preparing for retirement, putting your affairs in order or managing a loved one’s estate, we help make the next steps easier to understand.
01
Estate planning services
Put your affairs in order with a one-hour consultation tailored to your circumstances. We help you organize your wishes, understand the next steps and identify the professionals you may need.
What your consultation includes
A one-hour consultation with an advisor and personalized guidance
Discussion of wills, powers of attorney, funeral and cemetery arrangements, and retirement planning
An overview of financial and tax matters, probate, property and other assets, and executor responsibilities
An information kit and practical tools to get started
Access to our network of professionals for additional assistance
Practical help with pension and benefit applications, typically for adults aged 60 and over. We discuss the programs that may apply to your circumstances and help prepare the paperwork.
Your fee includes a consultation, completion of the application and certification of required supporting documents.
View the programs we help with
Canada Pension Plan (CPP) Retirement Pension
Old Age Security (OAS)
Guaranteed Income Supplement (GIS)
Allowance Program
Ontario Drug Benefit – Seniors Co-Payment Program
Ontario Seniors Dental Care Program
Canadian Dental Care Plan
Rogers Connected for Success — discounted internet, cable and phone services
Telus Mobility for Good — discounted cellphone plans for seniors and youth
Ontario Electricity Support Program
An optional consent form authorizing someone to communicate on your behalf is included at no charge with applications to Service Canada.
$35Per application form + standard $5 postage feeDiscount available for multiple applicationsAsk about senior services ↗
03
Estate administration services
Support for executors and next of kin after the death of a loved one. We help manage notifications, benefit applications and cancellations, with two packages to suit your needs.
Standard package $275
Essential government paperwork, notifications and cancellations, with an advisor consultation and an estate checklist. Necessary postage and faxes are included.
See what’s included
Notify Service Canada to stop CPP, OAS/GIS or Employment Insurance payments
Complete eligible applications for the CPP Death Benefit, Survivor’s Pension, Survivor’s Children’s Benefit and Allowance for the Survivor
Complete paperwork to appoint a legal representative with the Canada Revenue Agency and represent a deceased client with Service Canada for a T4
Notify the Canada Revenue Agency and Social Insurance Registration
Cancel OHIP, driver’s licence, provincial photo ID and accessible parking permit
Cancel Canadian passport and NEXUS card
Notify immigration authorities to cancel permanent resident status/card or report the death of a sponsor
Notify Equifax and TransUnion
Update the surviving spouse’s marital status with the Canada Revenue Agency
Notify Elections Ontario to remove the deceased from its database
Provide an estate checklist, with necessary postage and faxes included
Full-service package $495
Includes everything in the Standard package, plus broader assistance with personal accounts, insurance, benefits and other estate tasks, where applicable.
See the additional support
Apply for certified death certificates, submit life insurance claims and apply for international death benefits
Notify foreign pension providers and employers; assist with company benefits and pensions
Assist with vehicle insurance transfers or cancellations and disposal of a vehicle
Notify relevant government agencies, including Veterans Affairs, the Canadian Armed Forces and Indigenous affairs departments
Notify home insurers, alarm companies and landlords
Cancel or transfer utilities and services, including hydro, cable, internet, phone, water and gas
Notify doctors, dentists, optometrists, pharmacies and other professional offices
Cancel memberships, subscriptions and licences; cancel or transfer loyalty and rewards programs
Notify charities the deceased supported
Assist with digital assets, including social media and email accounts
Assist with Canada Post mail forwarding, a dormant bank account search and notice to creditors
Provide access to our network of professionals for remaining estate tasks
