Executor Assistant

At Trinity Funeral Home we understand how difficult it is for grieving families to deal with the unfamiliar tasks that follow the death of a loved one. Our Executor Assistant program offers a cost effective way for our aftercare Concierge, Ryan Gobeil, to help you complete all necessary Government documents.

Many families do not know what to do after the death of a loved one. Ryan provides valuable hands on assistance for many of the tasks that executors and survivors must deal with when settling an estate. Such tasks include; applications for death and survivor benefits, insurance and pension claims, bank account updates and cancellations, title transfers, and cancellation notifications. He also provides in depth checklists and guidelines designed to help executors make appropriate notifications in a timely manner.

During a typical one-hour appointment, Ryan will provide you with detailed information and guidance which may include the following tasks:

  • Canada Pension Death Benefit
  • Canada Pension Survivor’s Benefit
  • Service Canada Applications and Claims
  • Cancellation of Social Insurance Number
  • Cancellation of Driver’s License Number
  • Canadian Forces Pension
  • Veteran Affairs Canada
  • Life Insurance Policies
  • Automobile Insurance and Transfers
  • Real Estate Title Transfers
  • Credit card Cancellations
  • Bank account Updates
  • Referrals to Grief Counsellors and Pertinent Professionals

Below are some common questions that previous families have asked regarding our Aftercare Program:

FAQ’S

  • 1. Executor Assistant
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  • 1. I've purchased Executor Assistant, what's the next step?
     

    You can expect a phone call from Ryan within a few days following the services provided. After carefully reviewing your file Ryan will make an appointment with you to meet at Trinity or in the comfort of your own home. He will provide guidance as to what documents you should have at the meeting. If you have any questions prior to your meeting with Ryan, please do not hesitate to call her at (780) 934-7599.

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  • 2. How long will the meeting with Ryan last?
     

    Depending on the complexity of the estate and questions you may have, most meetings take anywhere from thirty minutes to an hour and a half.

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  • 3. Does Ryan provide legal advice?
     

    No. Although Ryan is well versed and experienced in helping families deal with estate issues, he is not a lawyer and does not provide any legal advice.

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  • 4. In the event I need to contact a lawyer is there one you recommend?
     

    Yes. Estates can be very complex and sometimes legal advice can save you time and money. We recommend contacting John Hautmann at (780) 434-7600
    Hautmann Law Office 1410, 5555 Calgary Trail North NW Edmonton, AB T6H5P9

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Executor Assistant
Program