For Grieving Families
You shouldn't have to hunt for paperwork right now.
Succession Intel's Family Intake service gives you a clear picture of the estate for $50. Tell us the basics. We do the research.
$50 flat fee No account numbers or passwords required Delivered in 5 business days Ottawa, Ontario, Canada
What this is for
For the family member handling the paperwork.
You are not an executor by profession. You are a son, a daughter, a spouse, handling paperwork during one of the hardest weeks of your life. Our Family Intake service is designed for you: straightforward, affordable, and requiring nothing more than the basics about the person who passed.
For $50, we research the financial footprint of the estate and send you a plain-language report listing what we found. No jargon. No legal advice. Just the information you need to understand what is there.
Family Intake: $50
Tell us the basics.
That is all we need to begin.
What you receive
A plain-language report, reviewed before delivery.
What we research
- Bank and financial accounts
- Registered plans (RRSP, TFSA, RRIF)
- Outstanding credit and debts
- Government benefit accounts
- Property cross-reference
How it is delivered
- Plain-language, no jargon
- Committee reviewed before delivery
- Secure email to your inbox
- 5 business days from payment
- Shareable with your lawyer
Need more?
Full packages are available when you are ready.
The Family Intake is the right starting point. If you later need a complete Estate Research Report with full creditor mapping and lawyer-ready formatting, our full packages start at $399. Everything you gave us in the Family Intake is already in the system.
Questions? We are here.
We reply within one business day. contact@successionintel.ca
Get started for $50