Basic Estate Services

After the passing of a loved one, trying to understand and complete all of the necessary forms and documents required to settle the estate can be a very difficult experience. We take the burden off of you by assisting you in the accurate and timely completion of necessary forms and documents. This also helps in securing all the benefits you are entitled to after the passing of a loved one. 

With this service, families will receive a customized package with a cover letter taking them through the signing process of all the enclosed documents step-by-step. Also included in the package are pre-addressed/stamped envelopes, and copies of all correspondence for their files. An associate will review over 150 items and choose only those which are necessary and relevant to your situation. This uncomplicated four step process is ideal to assist you during a difficult time. 

Where are the funeral arrangement forms located on your website? (AM 640 clip)

The evaluation process includes, but is not limited to:

Government Letters, Applications and Notifications

• Canada Pension Plan Death Benefit Application
• Guaranteed Income Supplement Application
• Canada Pension Plan Survivors and Children's benefit submission
• Ontario Driver's License and Health Card Refund Submission
• GST Refund Notification Cancellation
• Canadian/International Passports
• Canadian Citizenship
• Mail Cancelation/Forwarding 
• Firearms Licence Return
• Veterans Affairs

Memberships, Loyalty Programs,  Licences, Etc.

• Transfer of various reward card points
• CAA card refund
• Outdoor card refund
• Costco refund
• Aeroplan/Air Miles 

Pension, Benefits, and Life Insurance

• WSIB Insurance Notification and Termination
• Dormant Bank Account Check
• Identity Theft Protection
• Life Insurance Policies
• Private Pensions

The Four Step Process

In just four simple steps, all your paperwork can be completed. To start the process, one of our Associates will contact you to collect all the details needed which will take approximately 30 minutes of your time. Second, our associate will review over 150 items and will only select documents that are relevant to your case. Third, all the appropriate documents are completed and mailed to you ready for signature. Lastly, you complete the process by signing all the appropriate documents and drop the ready-stamped envelopes in the mail. Should you have any question throughout this process, our compassionate associates are pleased to assist you and guide you through any documents. 

Benefits of Basic Estate Services

1. Save Time and Frustration - Let us professionally complete the necessary documentation.

2. Cost Effective - We complete many of the lawyers' and accountants'  functions at a fraction of the cost.

3. Convenient - Our services are provided over the telephone so you don’t have to leave the comfort of your own home.

4. Stress Free - Simply wait for your package of documents in the mail without having to worry.

5. Availability - Estate Documentation Service is available for a full year. 

These services are offered to you at a price of $450 + HST. Please call us to the start the process of getting help settling your estate.

Note:  Basic Estate Services does not provide legal or accounting expertise. For these matters, please consult your legal or accounting professionals.
All services provided by Peacehold. Peacehold is in compliance with the privacy laws of Canada.

Testimonials

"Your service was invaluable. It was a huge emotional relief to receive your call, especially when related information, such as government cheques became additional concerns. Thank you for your kind, prompt and extremely detailed service. We are already recommending your service to family and friends."

"Your associates were a real help and very compassionate. I didn't know where to start and with their prompt phone call, they got things rolling very quickly. Even Dad's lawyer was surprised at your prompt and thorough service!"