Very helpful in understanding…
Very helpful in understanding information needed for Estate Trustees. Good prompts throughout. You will want to set aside some time to complete, or you can do in stages.
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Settling an estate in Canada follows a set sequence, federal, provincial and private, that most families discover as they go. The Canadian Estate Kit lays it out in advance with the 48-60-6 method. • First 48 hours: SECURE. Funeral home (they register the death with your province), 8 to 10 death certificates, the original will, the executor, the funeral. • First 60 days: NOTIFY. Service Canada and the CRA first, then the bank, mortgage, insurers, utilities and workplace pensions, with a register of every account and ready-to-send letters. The CPP death benefit has its own 60-day window. • First 6 months: SETTLE. Probate, valuation, the final return, the clearance certificate, debts and distribution, with the document checklist you'll be asked for. Timelines adapt to your province. The order never changes. Printable on Letter paper and delivered by email within minutes. 30-day money-back guarantee. For residents of all provinces and territories except Quebec. Not legal advice. https://thecanadianestatekit.com
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Very helpful in understanding information needed for Estate Trustees. Good prompts throughout. You will want to set aside some time to complete, or you can do in stages.
Had difficulty editing after I converted from PDF to Word but was able to do it by printing and handwritten.
The Estate Kit made it easy to organize a binder to leave for loved ones to have all the required information at their fingertips.
I am so relieved to have this information documented. I added letters to my family and made up a family medical history sheet to be kept with this. Everything I want my family to know is included and organized with tabs so it’s easy to quickly flip to whatever they are looking for.
I was exceptionally happy with the entire process The Estate Kit has set up and available. Money well spent!
Information and instructions are thorough and written so as easily understood. Was easy to print out and categorize. Very impressed.
Thank you Raphael for sending this email with the link to the documents.
A couple of months ago I accidentally erased all my emails, including yours. I haven’t seen your ad on facebook again so couldn’t contact you to resend.
Now I have printed all the documents and will be filling them in by hand shortly. I’m doing it this way as I don’t trust AI to not go into my computer.
Thanks again, Donna
I found the instructions somewhat confusing and there are portions of the forms that are not particularly user-friendly. Overall, this is an excellent tool. The only reason I have not finalized the kit is I still need to choose a prepaid cremation plan.
It's good to know what information is required to complete the estate process, then find it and organize it in a place which the executor knows about.
The CEK lays out solid ground work for those needing pertinent and essential personal detailed for others to follow, documentation and more documentation. A must have file detailing your affairs, accounts, passwords, etc. for those responsible for picking up the trail after the final event.
The materials are very useful and well organized. As well, the cost is reasonable. I would recommend this resource for anyone trying to make things easier for one’s loved ones. It would probably also be useful to have a resource kit for powers of attorney and end of life issues.
Taking longer than anticipated but what doesn’t? Appreciated knowing help was available.
Working on the kit lead to other concerns that needed to be addressed.
Thank you.
Easy to follow and add information to the sheets.
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