Pre-Planning

Pre-Planning Estate Services

If you could significantly simplify things and save your Executor multiple hours of frustrating paperwork, would you?

If you answered ‘Yes’, purchasing the Peacehold Estate Documentation and Identity Theft Service will become a necessary part of your estate planning.

Not only will we identify and accurately complete the necessary documents for your estate, but your Executor will be able to access the benefits of using Peacehold from anywhere in the world.

Order now to secure this low-cost service and receive your Peacehold Pre-Planning Kit, which includes our Executor Worksheet to ease your Executor’s burden by consolidating relevant information about your estate.

Some of the Many Items we Assess:

Federal Governments

Canada Revenue Agency, Internal Revenue Service, Service Canada, United States Social Security Administration

Provincial/Territorial Governments

Benefits, Death Certificates, Health Care, Licensing, Marriage Certificates, Retraite Québec, Social Assistance, Tax Credits, Workers’ Compensation

Pensions/Annuities (in 59 countries)

Private and Government Pensions 

Insurance

Accidental, Creditor, Critical Illness, Dental, Disability, Final Expense, Employee/Group, Health, Individual, Travel, Tenant

Government Issued Identification (in 80 countries)

Accessible Parking Permit, Citizenship, Driver’s Licence, Health Card, Indian Status Card, Passport, Permanent Residence, Photo Identification, NEXUS/FAST, Social Insurance Number

Memberships and Licences

Boating, Costco, Co-operatives, Hunting/Fishing, Firearms, Fitness, Library, MedicAlert, Roadside Assistance

Loyalty Programs

Airline, Casino, Gas, Grocery, Hotel, Pharmacy, Retail

Credit Reporting Agencies (in 24 countries)

Equifax, TransUnion, Experian

Health Professionals

Physicians, Dentists, Therapists, Specialists

Virtual Identities and Accounts

Apple ID, Facebook, Instagram, LinkedIn, Netflix, TikTok, X

Other

Accreditations, Charities, Dormant Bank Account Search, Education, Newspapers, Magazines, Media, Professional Associations, Unions

Why Pre-Plan? See what the families are saying about pre-planning….