Executor's Aide
What Executor's Aide offers your clients:
1. Estate Fraud Protection – daily electronic notification to key organizations (including Equifax and TransUnion) that a person has died. Intended to prevent Deceased Identity Fraud/Theft.
2. Aftercare Documents – can be printed and given to the Executor/Family to assist them in starting the Estate Administration process. Includes cancellation/application for:
CPP Death and Survivor's benefits
HRDC Income Security Programs (cancel OAS and CPP payments)
Canada Revenue Agency re-calculation of benefit entitlement form
Personalized letters for credit card, insurance, and pension companies
3. Client Website – client access to the Executor's Aide website which includes Executor information, customized forms and letters, articles, and relevant links.
4. Custom printable Executor's Aide Workbook – the information, forms, checklists, and letters from the website in printed format customized with your Funeral Home name and personalized for each client
What Estate Fraud Protection offers your funeral home:
- service that is proven to be appreciated and valued by clients
- Enhanced client services with minimal effort and cost
- Demonstrates to clients, and potential clients, that your services do not stop at the cemetery
- Differentiation from competitor service offerings
- Full compliance with Privacy Laws
- Only offered through participating Funeral Service Providers
Visit Executor website
For further information please contact us by email at info@ProgressiveEstateSolutions.com