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- Individuals/Families > Life's Main Events
Death of your Spouse
Prior estate planning with Transitions Wealth Strategies will definitely save you a great deal of financial and emotional heartache at this heart wrenching time.
Some of the issues you will be dealing with include...
- Funeral Arrangements
- Working with the lawyer on the Probate process
- Collapsing or rolling over RRSPs and other investments
- Spousal Trusts
- Applying for the CPP death benefit, survivor pensions
- Insurance Death Benefit Claims
- Filing the terminal tax return
- Disbursing the estate to the beneficiaries
- Accounting
At Transitions Wealth Strategies, we act as your personal guide and mentor to ensure that your "job" as executor is handled as effectively as possible. We tactfully partner with you to address the issues that will otherwise likely create stress and perhaps conflict at the time of your spouse’s passing (PDF1).