WORKFLOW SOLUTIONS...SIMPLIFIED

Emergent Page 1

Executor’s Services

Executor’s Services uses the information entered in Emergent Estate Administration to automate the process of:

1. notifying the appropriate agencies of death; 2. arranging for the cancellation of various government identification documents (driver’s licence,

health card, etc.); and 3. applications for (amongst others) CPP Death and Survivor’s Benefits,

All information that appears in the Executor’s Services Wizard is populated from the Contact Card. Any prompts for required information should be amended here.

Note: Ensure that all information is correct before submission to Executor’s Services. Once the submission has been made, there is no opportunity for correction, nor can the information be submitted a second time.

Click on the Executor Services button to open the Wizard

WORKFLOW SOLUTIONS...SIMPLIFIED

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Executor Services: Step 1

The information entered in Emergent Estate Administration will populate the required Executor Services fields for the deceased person and any spouse, if the spouse has been added to the Administration Tab. Please note that the Death Certificate must be in either .jpg or .pdf format.

If information is missing in the Contact Card, a prompt for mandatory details will appear. Birth Name can be added on the Contact Card Details Tab in the Former Name field.

Executor Services: Step 2

The Responsible Lawyer information is used in Step 2. Again, all information is drawn from the Responsible Lawyer Contact Card. Please note the Electronic Signature file must be in .jpg or .png format and under 10KB in size.

WORKFLOW SOLUTIONS...SIMPLIFIED

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Executor Services: Step 3

When the Submit button is clicked, the documentation will be prepared and transmitted to the proper agencies for notification of death, to cancel identification and to apply for rebates, benefits, and Identity Theft protection. Applications requiring signature will also be mailed to the Responsible Lawyer for further processing. A reminder task is created on the Workflow Tab.

The Refresh Status button will replace the Submit button and Status will get updated after clicking OK.

WORKFLOW SOLUTIONS...SIMPLIFIED

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Currently, Provincial Driver’s License, Provincial Photo ID Card and Provincial Health Card cancellations are available for New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island and Saskatchewan.

Applications requiring signature will be delivered to the Responsible Lawyer for further processing.