Death of your Spouse

The death of a spouse or common law partner is a difficult, emotional time. You have you lost your partner in life and struggle with what lies ahead. In these stressful times, you find yourself, most often, thrown into the role of executor or estate trustee in completely unknown territory. Lawyers will handle the probate of your spouse's Will but all other issues are left to you with little knowledge and even less emotional stamina.

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).

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