(780) 474-4663 10530-116 ST NW Edmonton, AB T5H3L7

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, Brandy Rollins, to help you complete all necessary Government documents.

Many families do not know what to do after the death of a loved one. Brandy 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. She also provides in depth checklists and guidelines designed to help executors make appropriate notifications in a timely manner.

During a typical one-hour appointment, Brandy 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:

I’ve purchased Executor Assistant, what’s the next step?

You can expect a phone call from Brandy within a few days following the services provided. After carefully reviewing your file Brandy will make an appointment with you to meet at Trinity or in the comfort of your own home. She will provide guidance as to what documents you should have at the meeting. If you have any questions prior to your meeting with Brandy, please do not hesitate to call her at (780) 722-3227.

How long will the meeting with Brandy 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.
Does Brandy provide legal advice?

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

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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