Estate Document Preparation and Transmission

How It Works header

FinalDocx

FinalDocx® products are made available to your local Funeral Home, Law firms, accounting professionals and Financial institutions. Please contact your professional provider for availability and current pricing.

FinalDocx® works in two ways.

First:
Your professional provider will use the application to collect all pertinent data such as vital statistics (name, address, phone number etc.). They will also take that big mountain of information about your loved one and input it into the system. Finally, they will verify the information is accurate and file the case with the authorities. The system will then send you a detailed report. Simple.

Second:
Or you can do the work from the comfort of your own home. Your professional creates the case file for you and then passes the controls over to you. You create your own password and enter the data into the system. You do this at your own pace and all you need is an Internet connection. You can file the case right away or a little bit at a time as the system allows you to save and file changes without expiry. You can use your computer, tablet, I-Pad or your mobile phone – it is that easy and convenient.

Here is some of the places you can send information to:

  1. Notification to Old Age Security Program
  2. Notification to Service Canada
  3. Canada Revenue Agency
  4. HST/GST recalculation
  5. Canada Pension Plan Death Benefit
  6. Canada Pension Plan Survivor's Benefit
  7. Equifax (Credit Reporting Agency)
  8. Trans Union (Credit Reporting Agency)
  9. Cancellation of Provincial Health Card
  10. Cancellation of Provincial Driver's License
  11. Cancellation of Provincial Photo I.D. card
  12. Notification to Social Insurance Program
  13. Transfer rewards cards
  14. Provincial Outdoors Card
  15. Blue Cross
  1. Cancel or transfer utilities
    • Hydro
    • Telephone
    • Cable
    • Gas
  2. Cancel Mobile Phone
  3. Cancel Credit Cards
    • Visa
    • Mastercard
    • Amex
    • Credit Union
    • Retail Cards
  4. U.S. Social Security Administration
  5. Nexus Travel Card

And many more items …

FinalDocx® keeps growing for you and the clients you serve.  Our data collection and vendor relations teams work tirelessly around the clock to keep adding into the system.  Making available to you new processes and changing/updating contacts and processes so that you don't have to.

Watch this video to see how it works