What does this role entail?
The duties of an executor are diverse. They include understanding the Will, becoming familiar with the deceased’s financial affairs, safeguarding the estate’s assets, dealing with financial institutions; taking inventory of all the assets and arranging for their valuation, settling all claims and debts; arranging for the sale of any real estate and distributing the assets to the beneficiaries. In short, the estate trustee/ executor must ensure that the terms of the Will are met in all respects and that the estate is settled properly. To assist with this daunting task we have provided you with a guide to aid you in settling these affairs in a timely manner.
After the death of your loved one, you are often left with responsibilities that may seem insurmountable. Putting these tasks off can often delay benefits to an Estate, surviving spouse or dependent child. In order to help your family, our Certified Executor Advisor will assist in applying for any applicable government benefits which the Estate, you or your family may be entitled to, completing government notifications and forms, returning governmental documents/ID to the proper agencies, notifying employers, pension providers, and insurance companies and obtaining, completing and submitting any applicable claim/benefit forms. Families First can also help with any other Estate Benefit service you may require.
Description
Families First assists the executor with many immediate and necessary notifications and provides a list of these notifications to the executor, for their information and records. However, every estate is unique, and the following is a general guideline of additional notifications the executor may need to be involved in. In carrying out additional notifications for the estate, the executor should be mindful to prioritize them according to their importance and complete them in a timely manner.
Now more than ever is the time for updating and preplanning your personal affairs. Here is a guide to be beneficial for future planning.
2510 Ouellette Ave., Suite 202 Windsor, ON
2475 Central Avenue, Suite 101, Windsor, ON
1497 Front Rd., Windsor, ON
800-263-2263
Fax: 866-437-6576
800-769-2511
ext 0 and then 1
354 Chilver Rd, Windsor, ON N8Y 2J6
Service Ontario
P.O. Box 9100
Kingston, Ontario K7L 5K3
Ministry of Health
400 City Hall Square E. Suite # 205
Windsor, Ontario N9A 7K6
Send a card to be cancelled to the following address:
C.B.S.A. NEXUS Enrollment Centre
Ambassador Bridge
780 Huron Church
Windsor, ON N9C 2K2
c/o Ann Handsor
Human Resources Development Canada
Income Security Programs
P.O. Box 2020
Chatham, ON N7M 6B2
Passport Canada
Foreign Affairs and International Trade
22 de Varennes Buliding
22 de Varennes St.
Gatineau, QC J8T 8R1
Canada Employment &
Immigration Commission
400 City Hall Square East. Suite 103
Windsor, ON N9A 7K6
estate.solution@aeroplan.com
Aeroplan will apply a $30.00 (plus taxes) processing fee for transferring reward
miles to a surviving spouse.
Please note: this is a new option that you have to request
The deceased’s account automatically expires after 12 months in which there has been no reward activity. Also, any active Aeroplan miles that are transferred must be redeemed within 12 months from the day the member passed away.
Transferring of Collector Accounts is acceptable after death of the Primary Collector. In order to merge the Collector Account with the beneficiary, you will need to fax or mail a photocopy of the original Death Certificate and a letter signed by the executor allowing the transfer of the air miles.
Include the deceased’s full name,Collector Number and the beneficiary’s full name and Collector Number. If the beneficiary is not an AIR MILES Collector, include the mailing address with postal code, telephone number including area code and new Collector’s date of birth.
When the documents are completed, please fax them toll-free to:
1-888-963-9191 or locally to 416-733-3965
or mail to:
Attn: Mrs. K. West
AIR MILES Customer Service
P.O. Box 130 Station B
Toronto ON M5T 2T3
care@airmiles.ca
Point are not transferable. If the surviving spouse has access to the card, they can use
the deceased’s points.
My Canadian Tire ‘Money’ Program
PO BOX 2000, Station Main
Welland, ON L3B 5S3
Points are not transferable.
Please phone your local police department for specific instructions on what to do with firearms left in your care. In Windsor, please call the Firearms Office of the Windsor Police at 519-255-6700 ext 4143
Documents needed in order to place a Death Notice on Consumer’s Report:
Copy of the Death Certificate:
Copy of the first and last page of the Last Will & Testament of the deceased. If there is no Will, the Requester/Next of Kin is required to provide proof of their relationship to the deceased with their request (ie: Marriage Certificate and/or Birth Certificate);
Copy of two (2) pieces of the deceased’s ID from the following list (Note: One of the two pieces of ID must include the address of the Deceased):
Driver’s License; Passport; Citizenship Card; Social Insurance Card.
If the Requester wants a copy of the deceased’s credit file, they must also send a letter requesting a copy of the deceased’s credit file and indicate the reason they require a copy of the credit file, and their relationship to the deceased.
Fax copies of above documentation to: 514-355-8502 or mail to:
Equifax Canada
P.O. Box 190, Station Jean Talon
Montreal, Quebec H1S 2Z2
Attention: Consumer Relations Dept.
Processing time: via fax 10 to 15 days; via mail 15 to 20 days. Equifax will send confirmation letter to Requester. Equifax Canada Tel: 1-866-828-5961
TransUnion Canada
Tel: 800-565-2280
Fax copy of Death Certificate to: 877-411-2611 or mail copy of Death Certificate to:
TransUnion Canada - Fraud Dept.
Box 338, LCD1
Hamilton, Ontario L8L 7W2
Hudson Bay Rewards Points can be inherited through a valid legal will, provided that Hudson Bay is provided with a copy of the death certificate, proof of executor or administrator, and other documentation as Hudson’s Bay may reasonably request. The executor or administrator must advise Hudson Bay of who the beneficiary of the Points will be and provide the beneficiary’s Hudson Bay Rewards Account number. If the beneficiary is not already a Primary Member, a new Hudson Bay Rewards Account will be opened for the beneficiary.
Tel: 519-727-6598
Fax: 519-727-6598
Email: italuilwindsor@gmail.com
ITALIAN PENSION ASSISTANCE OFFICE / PATRONATO ITAL UIL OFFICE
498 Blanchard Park, Tecumseh, Ontario N8N 2L9
Please call Walter Riggi to set up an appointment.
Hours: Monday to Friday - 9am to 1pm
They can assist with:
Italian and European Pension issues
Notification of Death of Italian or European Pension Recipient to Italian or European government
Applying for Italian or European Pension benefits for a surviving spouse
Applying for Italian or European Worker’s Compensation / Disability benefits.
Upon request, Families First will be pleased to assist you with contacting any clubs, alumni organizations and/or groups the deceased may have been affiliated with.
What is OneSource?
ONESource Moving Solutions for Seniors are professional move managers who can plan, coordinate and organize every detail of your moving process. We screen and qualify third party resources you may need, such as antique dealers, movers, real estate, and waste removal.
ONESource Senior Move Managers have experience and resources that SAVE YOU MONEY, TIME and REDUCE YOUR STRESS. We offer a menu of services customized to meet your eeds and budget.
Call for your FREE One-Hour, No Obligation Visit. We’ll come to your home, discuss your needs, and answer any questions you may have.
Danielle Carriere
Senior Move Manager/Owner
519-984-2111 (Serving Windsor/Essex)
519-365-5754 (Serving Chatham-Kent)
E-mail: danielle@onesourceforseniors.ca
If a surviving spouse has a separate credit card account, the estate’s legal executor must submit a written request for any points transfer. Send a fax including a death certificate and all of the surviving spouse’s account information to fax: 1-905-861-2387
PC Optimum points cannot be transferred between members.
This organization provides services to bereaved families. Their mission is to stop marketing companies from continuing to contact a deceased person and reduce unnecessary grief to survivors.
The Canada Bereavement Registry is being widely used on a national basis enabling mailing companies to remove the names and addresses of people who have passed away. By having Families First register your deceased loved one with this service, you are stopping direct mail and phone calls to deceased family and friends within as little as four weeks.
The Trillium Drug Program (TDP) is intended for Ontario residents who have a valid Ontario Health Card and who have high prescription drug costs in relation to their net household income.
If you have Trillium coverage an original Death Certificate must be mailed to cancel current coverage. If there are other members of your loved one’s family covered, additional letters of cancellation must also be sent on their behalf.
If you are not receiving this coverage but think you now may be eligible, please contact or call:
Trillium Drug Program
Ministry of Health and Long Term Care
PO Box 337 Station D
Etobicoke ON M9A 4X3
Toll Free Number 800-575-5386
TTY Line 800-387-5559
375 Giles Blvd. East
Windsor, ON N9A 4C5
Sharlene Rehman
Store Manager
-Pick up and drop off available-
Clothesline, a free service that gathers clothing and household items for resale, helps raise funds for Association work in research, education, service and advocacy. Clothesline accepts donations of clothing, linens, dishes, toys and knick-knacks, as well as furniture in select locations.
By calling Clothesline at
arrangements can be made for their vehicles to conveniently pick up your donation at home.
1643 McDougall St. Windsor, ON
298 Lauzon Road Windsor, ON
3799 Tecumseh Rd. E. Windsor, ON
Donated materials include appliances, kitchens, home furnishings, furniture, building supplies (plumbing, electrical, flooring), and a variety of other goods.
51 Edinborough St.
Windsor, ON
Will provide you a list of places that accept donations.
Items would be for a resident who is leaving them. The resident is responsible for making
arrangements to pick the items up.
TADAF Estates Service:
We will work with families and the Executor of Estate, where we will supply a team of ladies who will pack up carefully and professionally all items in the home. We can then distribute to the families and others those certain items that are being kept from the Estate by those appointed individuals. We will then accept any donations that might be remaining & take charge of clearing the home of all items remaining and including the garage and sheds. We will also go in afterwards with another group of ladies and clean the entire house and do any minor landscaping, i.e. grass cutting/trimming, paper and debris pick up so that the family can list and sell the homestead without emotional concerns of being directly involved. We can also provide some very economical repairs that might be needed such as electrical, painting, drywall repairs and more.
3260 Dougall Ave.
Windsor, Ontario, Canada N9E 1S6
1065 Lauzon Rd.
Windsor, Ontario, Canada N8S 3M8
2130 Front Rd.
585 Sandwich St. S.
Amherstburg, Ontario, Canada N9V 0E2
895 Ouellette Ave.
Windsor, Ontario, Canada N9A 4J5
Operated by Families First Funeral Home and Tribute Centre Inc.
Families First Funeral Home and Tribute Centre, a division of Service Corporation International (Canada) ULC | Our Affiliates
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