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Documents You Need When a Loved One Dies

When a loved one dies, what responsibilities will you face? There is much to do, which is why our no-cost Estate Settlement Service is a relief to many families. This service assists with many government forms, checklists and organizational tools to assist an executor or next of kin in handling things “after the funeral”. Some examples of required documents to collect and process legal and financial responsibilities include: death certificate and/or Funeral Director Statement of Death, final income tax return and advise CRA and Service Canada; list of assets and beneficiaries; and Last Will and Testament, including codicils and probate documents. Communication, especially before the need arises, will help immensely, speak with your family, executor and our funeral professionals.

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