Description
- Before being able to proceed with the succession/estate inventory of the deceased's property, you must obtain all the relevant information from the institutions and companies with which the deceased used to do business.
- In addition to the usual financial institutions, investment funds are often held through various companies.
- The information request letter concerning investment funds or various investments, available in multiple formats on this website, will be suitable for most situations.
Other services offered
- Inventory of the estate
- Letter requesting information from financial institutions
- Letter to request information from insurance companies
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A loved one just passed away ...
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* These fees may be changed within a 60-day notice and in accordance with section 71 of the Code of ethics of notaries.
GST and QST not included.