Search for the deceased's assets, bank accounts and insurance policies
Identify the deceased's assets and gather the information needed for the estate inventory through our personalized information request letters.
Obtain information about the deceased's bank accounts, investments, and other assets from financial institutions.
Ask the insurers for the information needed to identify the deceased's life insurance policies and their beneficiaries.
Obtain information regarding the deceased's investments and, if necessary, request the release of funds to the estate.
Identify the funds and other investments held by the deceased to facilitate the inventory and liquidation of the estate.
Ask the deceased's employer for information regarding wages, benefits, and any amounts that may be owed.
Ask the Public Curator for a list of the assets he administered on behalf of the deceased in order to complete the estate inventory.
Administrative procedures and closing of accounts after a death
Simplify the administrative formalities related to death with our letters to close accounts, cancel services and return the deceased's official documents.
Request the closure of an account, the cancellation of a credit card, subscription or service in the name of the deceased.
Prepare a letter to return the deceased's health insurance card to the Régie de l'assurance maladie du Québec (Quebec Health Insurance Board).
Prepare a letter regarding the return of the deceased's social insurance card and the procedures with Service Canada.
Obtain a letter to accompany the return of a deceased person's Canadian passport.
Prepare a letter to return the deceased's driver's license to the Société de l'assurance automobile du Québec (SAAQ).
Prepare an official letter for the return of a deceased person's hunter or trapper certificate.
Back – Firearms Possession and Acquisition Permit Obtain a letter to accompany the administrative procedures concerning the deceased's permit with the competent authorities.
Government benefits and medical information
Complete your dealings with government agencies and obtain the information needed to settle the estate through our personalized letters.
Contact Service Canada regarding Old Age Security benefits and reimbursement of payments made after death, if applicable.
Prepare a cover letter to accompany an application for survivor benefits from Retraite Québec.
Request the deceased's medical information or reports necessary for certain probate procedures, subject to legal conditions of access.
Inheritance tax and distribution certificates
Comply with your tax obligations as a liquidator with our letters to Revenu Québec and the Canada Revenue Agency, including those related to taxes and tax certificates.
Obtain information from the Canada Revenue Agency regarding the GST obligations of the deceased or their estate.
Ask Revenu Québec for the necessary information regarding the QST obligations of the deceased or their estate.
Prepare a cover letter to accompany your application for a certificate of discharge authorizing the distribution of the estate's assets to the Canada Revenue Agency of Quebec.
Prepare a cover letter to accompany your application for a certificate authorizing the distribution of the estate's assets to Revenu Québec.
Transfer of assets and protection of minor heirs
Facilitate the transfer of the deceased's assets to their estate and complete the special formalities when estate assets must be given to a minor heir.
Prepare a letter requesting the transfer of the deceased's assets to his estate, according to their nature and the applicable formalities.
Prepare a letter addressed to the Public Curator to accompany the steps related to the delivery of an inheritance of more than $40,000 to a minor.
Accounting and handing over of assets to heirs and legatees
Finalize the liquidation of an estate with our letters to present the liquidator's accounts and hand over the assets to the heirs and legatees.
Present the heirs with your administration's account and information relating to the settlement of the estate.
Formalize the handover of inheritance assets to the heirs with a personalized letter tailored to the distribution of the estate.
Prepare a letter to accompany the handover of property or money to a specific legatee, in accordance with the testamentary provisions.
