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Final Documents Service

The passing of a loved one can be a difficult time. With so many details to attend to, it’s easy to become overwhelmed. Our Final Documents Service (FDS) helps speed your time to claim and closure, while maximizing your entitled corporate, government and other benefits. There is an overwhelming amount of detail required in administering an estate. Let us serve as your guide through this complex time.

Your FDS reps only need 30 minutes of your time, and within 48 hours of receiving the required information, you will have a comprehensive and completed estate documentation package sent to you for signing. We endeavor to make the entire process as painless as possible, and ensure that you are treated with compassion and care.

We evaluate over 300 items including:

  • Government Letters, Applications & Notifications (CPP Death Benefit, Survivor's Pension, Child Benefit, CRA, Citizenship, Passports, Veteran Affairs)

  • Memberships & Licenses (CAA, Costco, Firearms, Outdoor Licenses)

  • Pensions, Benefits & Life Insurance (Health & Dental Benefits, Life Insurance Policies)

  • Identity Theft Protection (Lifetime protection included at no recurring cost)

  • Loyalty Programs (Airlines, Car Rentals, Hotel Rentals, Gasoline Companies)

  • ...and much more.

This package is then handed off to your executor or representative at the time of need, saving them hours of frustration and endless phone calls to relevant agencies and offices. Our Final Documents Service is one of the greatest gifts you can leave your executor!

Put a plan

in place today.

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