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Checklist
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Notify the deceased's life insurance company |
The insurance company must be notified if you wish to claim an amount of insurance. If you cannot find an insurance policy, and are certain that the deceased had one, the Consumer Assistance Centre of the Canadian Life and Health Insurance Association may be able to help you.
| 2 |
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Notify the deceased's employer |
If the deceased was employed, the heirs may be eligible for death benefits, insurance or other amounts paid by the employer.
| 3 |
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Obtain all the documents required by the succession (estate) |
- Loan contracts (personal loans, automobile loans, mortgages)
- Acknowledgments of debt (IOUs)
- Titles of ownership and co-ownership
- Shareholders' ageements, if any
- Invoices, bills
| 4 |
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Cancel or destroy cards and personal documents |
- Automatic teller cards (also known as "bank cards" or "debit cards")
- Credit cards (Visa, Master Card, etc.)
Cut the cards up and return them to the issuer along with a copy of the certificate of death and contact information for the liquidator of the succession (executor of the estate).
- Hospital cards
Note the numbers of the cards, as you may need them to consult the deceased's medical files. Destroy the cards and throw them away.
- Store credit cards or shopping cards (Sears, the Bay, etc.)
- Competency certificats and business cards
Check procedure with the organization or professional association.
- Union
- Blue Card (Old Age Security benefits)
- Certificate of Canadian Citizenship
- Registration certificate
(Keep the certificate until ownership of the vehicle is transferred.)
- Proof of automobile insurance
- Parking card or pass
- Bus pass
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Notify public utilities with which the deceased had an account |
Energy
Telephone
Post office
To have the deceased's mail forwarded to a different address, request the Temporary Mail Redirection Service online, or at your local post office.
For other companies that operate in the various regions of Québec, refer to the Website of the Association des compagnies de téléphone du Québec (ACTQ).
Cable television
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Notify other organizations and professionals |
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