Our funeral and final expense pre-funding products provider is Assurant. Over 90% of all annuity and insurance funded funeral pre-arrangements in Canada are entrusted to Assurant by funeral service providers across the country.
As licensed professionals, we are regulated by the Financial Services Regulatory Authority of Ontario (formerly the Financial Services Commission of Ontario). We are supported by one of Assurant’s oldest and largest General Agencies, My Final Wishes. We are proud of our association with this group of dedicated funeral pre-planning professionals.
For more than a year, we had been searching for a modern pre-planning tool to compliment the guidance, expertise and advocacy we strive to provide each and every client. We researched several options and even had discussions with some companies, but none shared our vision or provided the right combination of options, flexibility, guidance and value…. until we met the Check-Out Planning Services Ltd. team.
Check-Out Plan offers a safe place to keep your most important documents, records, personal data and wishes. It is a powerful tool to help you keep organized while creating a legacy plan that will support and guide your family and friends, letting them know what to expect and where to find the information they’ll need.
Check-Out Plan has been developed in Canada, by Canadians, for Canadians. Under a special arrangement beginning summer 2020, RESOLVED has already begun working hand-in-hand with the Check-Out Plan professional team to enhance this already powerful legacy planning tool to become the single most comprehensive platform of it’s kind.
All RESOLVED clients and their family members are entitled to a complimentary Lifetime Check-Out Plan license. We are extremely proud and excited to bring this wonderful opportunity to those we serve.
We are accredited Certified Executor Advisors adhering to standards of professionalism, conduct and educational requirements, regulated by the Canadian Institute of Certified Executor Advisors.
These licensed funeral service establishments offer RESOLVED services as part of their ongoing commitment to provide as many resources as possible to assist the families they serve.
Probate and full Legal Services for executors and individuals wishing to prepare their Will and Power of Attorney are offered through Axess Law. With a fresh approach to legal services, Axess lawyers offer flexible hours at locations throughout the Greater Toronto area and very competitive upfront fees. Special rates are available exclusively to RESOLVED clients (Promotion Code required).
Did you know… an Estate Trustee that fails to advertise for creditors may end up personally responsible for paying debts they didn’t even know about? On the other hand, an Estate Trustee that advertises for creditors is protected from liability. Expressly approved by the Ontario Superior Court of Justice, NoticeConnect is the smart, cost-effective alternative to expensive print newspaper advertisements that can easily costs hundreds or even thousands of dollars. Always advocating in our client’s best interests, we’re proud to offer NoticeConnect.
You plan your estate for reason. But what happens if the documents can’t be found when they’re needed? Lawyers retire, law firms close and people move. When a family can’t find a Will, the law assumes there isn’t one or it has been revoked. This has major implications for family and friends. Your estate will be distributed according to a set of laws rather than your wishes.
The solution is the Canada Will Registry from NoticeConnect. ALL your estate documents can now be registered and the process is an integral part of the RESOLVED final wishes planning program.
Lennox Financial Group is a Group Benefits and Group Retirement consulting specialist with extensive experience providing comprehensive benefit solutions for our clients’ evolving needs. We offer employers customized benefit solutions addressing risk management, HR & administrative issues, as well as, unique plan funding options. Through our strong, diverse relationships with industry partners, we offer sustainable cost containment and cost saving strategies to meet your needs. At Lennox Financial Group Inc. we are dedicated to providing business solutions with a focus on quality customer service, while meeting your specific human resource, financial and business objectives.
A dedicated team of Chartered Professional Accountants, Accountants and Bookkeepers. A very important task all Executors face is satisfying the estate’s Canada Revenue Agency requirements. Some Executors also face the additional challenge of dealing with a business that was owned or operated by the deceased. Robert Gore & Associates offers our clients professional, courteous and compassionate expertise in all financial and taxation matters pertaining to their unique situation.
Transition Squad offers a comprehensive range of project management, online auction and consignment services, individually tailored for estate executors, downsizing seniors and empty nesters. We have first hand experience with the Transition Squad Team and the tremendous assistance their expertise, experience and relief can provide to executors and downsizing seniors.
Gordon’s Downsizing & Estate Services is Ontario’s leading integrated real estate, move management and estate settlement company. Our team of professional experts can assist with projects anywhere in Ontario. Gordon’s can help with property and content appraisals, distribution of assets to heirs, families and friends and managing the sale of other property. Gordon’s also manages property maintenance tasks, prepares properties for sale and completes the marketing and sale of real estate.
One of the most daunting, physically demanding and stressful challenges an Executor faces can be organizing, packing, and moving home furnishings and contents following a death, often with time constraints. With a unique combination of compassion and efficiency, Clare and her team can design and execute a plan for any estate or downsizing situation.
Although we will all face loss at some point in our lives, we live in a “grief-illiterate” and grief-avoidant culture. Many of us feel unsupported and are unsure of how to heal from such deep pain. It can be helpful to be able to talk to someone who can support you in navigating this difficult, and often isolating, experience.