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Alphacare

Alphacare is our proprietary product to assist you in your first 30 days as Executor. We:

  • Prepare necessary forms and letters electronic or otherwise to:
  • Advise Executor or Trustee of their responsibilities
  • Communicate with the beneficiaries and notify them of their interests in the estate.
  • Advise the insurance company of the death.
  • Apply for all pensions, death benefits, life insurance or any other benefits that are payable to the deceased’s estate.
  • Letters of Direction for all known memberships, associations, etc.
  • If there is any jointly owned property, advise the joint tenant of the deceased’s death
  • If there are any life insurance policies, RRSPs or any other assets that name a beneficiary other than the estate, notify that beneficiary.
  • Advertise for creditors and claimants; if appropriate.
  • Prepare of list of tasks which remain for the Executor or Trustee to administer and settle the Estate.

This service is available for a one-time fee of $500.

Your trust is our legacy.