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 the benefits you are entitled to after the passing of a loved one.

For each family, we will review over 90 items, and choose only those which are necessary and relevant to your situation. Once the required information is received all of the appropriate organizations will be contacted.

The evaluation process includes, but is not limited to:

  • Canada Pension Plan Death Benefit Application
  • Canada Pension Plan Survivor and Children's benefits submission
  • Employment pension plan notification
  • Employment pension plan survivor and children's benefits applications
  • Employment benefits insurance applications
  • Insurance policy search and notification
  • Bank account search and notification
  • Safety deposit box search and notification
  • Dormant bank account check
  • Credit card notifications
  • Ontario Driver's License Refund Submission
  • GST Refund Notification Cancellation
  • Transfer of various reward card points
  • CAA card refund
  • Outdoor license refund
  • Costco refund
  • WSIB insurance notification and termination
  • Identity theft protection


Note:  Bedgeburry Park Executive Assistants' Estate Services does not provide legal or accounting expertise. For these matters, please consult your legal or accounting professionals. All services provided by Bedgeburry Park Executive Assistants are in compliance with all federal and provincial privacy laws.

HOW THE PROCESS WORKS

After we have obtained all necessary information from you, your paperwork is then processed and immediately mailed to you ready for signature, with attached pre-addressed/stamped envelopes. When you receive the package, should you have any questions, we would be more than happy to guide you through the process. All you have to do, once you receive the estate services package is sign where indicated on each document or letter, enclose the required certificates and drop the envelopes in the mail. It’s that convenient.

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 functions not requiring professional licenses at a fraction of the cost that would be charged by your lawyer or accountant because we charge for our service at a package rate rather than an hourly billable fee.

3. Convenient - Our services are provided over the telephone, email, instant messenger, Skype 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.

These services are offered to you at a price of $395.00 + HST. Please call us to the start the process of getting help settling your estate.

OUR MISSION

To become one of the most trusted and reliable sources for business and personal support services through offering an array of effective and up-to-date administrative and organizational services and tools.

OUR 6-POINT GUARANTEE

1. We will deliver contracted work on time with the highest quality of service, professionalism and accuracy.

2. We will keep you informed of the progress made on your project. If a project is to continue over 30 days or more, we provide you with detailed customized reports at the end of each month. Our reports will set out specifically what we've been working on, the total hours used by your business, and how our service has helped to improve your business operations.

3. All of our team members are screened, interviewed, tested, reference-checked and have met or exceeded our rigorous criteria before they ever come to you.

4. Bedgeburry Park Executive Services will not disclose or share your confidential and/or personal information with any other party at any time. We will happily provide you with a signed non-disclosure form if you require the same.

5. If, for some unforeseen reason, your hours are not used within the time specified in the package description we will refund you the balance of the unused portion of your fee. We will also refund you the balance of any unused portion of your fee for any package of 20 hours or more when you notify us in writing to cancel our services. Any service package can be refunded in full within 48 hours of purchase if no work has been performed and a written request from you is received by us to cancel the package and to send a refund to you.

6. If you are not completely satisfied with our performance, all efforts will be made to make it right or we will gladly issue a refund of the unused portion of any service package that you have purchased.

PROJECTS PAST AND PRESENT

Below are a few of our projects both past and present.

You will see from these projects that we demonstrate competency, flexibility, adaptability of solutions to problems and that no job is too big or too small to which to turn our attention.




Email:   executiveoffice@bedgeburrypark.com Telephone 289-263-7590