The Process

From intake to report in 4 steps.

We built Succession Intel to remove the bottleneck that makes estate settlement take months. Here is exactly what we do and how we do it.

5 business day standard delivery3 business days Priority ConciergeAll processing in CanadaOttawa, Ontario, Canada

Step by step

What happens when you submit

  1. Step 1: Intake

    You submit the intake form with the full legal name of the deceased, their date of passing, province of residence, and Social Insurance Number (SIN). We do not need account numbers, passwords, PINs or access to devices.

  2. Step 2: Payment confirmation

    After you submit the form, we follow up within one business day with a secure payment link. We do not begin research until payment is confirmed. For law firms taking the free first-file audit, this step is skipped for the trial file.

  3. Step 3: Research and compilation

    Our research process queries Canadian financial institutions, credit bureaus and registry sources. We compile bank accounts, registered plans (RRSP, TFSA, RRIF), investment and brokerage accounts, outstanding credit, and government benefit accounts (CPP, OAS). All processing runs within Canada.

  4. Step 4: Committee review and delivery

    Findings are compiled, sourced and formatted into the Estate Research Report. Our review committee checks every report for completeness and accuracy before delivery. Standard delivery is 5 business days from payment. Priority Concierge clients receive their report in 3 business days.

The deliverable

What the Estate Research Report contains

Assets compiled

  • Each financial account, by institution and type
  • Registered plans with plan type and institution
  • Investment accounts and brokerage holdings
  • Government benefit accounts
  • Property records cross-referenced to the estate

Liabilities documented

  • Outstanding credit facilities and balances
  • Mortgage records
  • Known tax obligations
  • Other documented debts
Technology provider: not legal or fiduciary advice Succession Intel is a technology service that provides research and report compilation. Nothing we deliver constitutes legal advice, fiduciary advice or a legal opinion on the estate. Executors and their counsel remain responsible for all legal decisions. Succession Intel holds no deposit assets and does not act as a trustee or estate administrator.

International coverage

When the estate crosses borders.

Our standard process covers Canadian institutions. For estates with potential international assets, our International Estate Support service extends research to select international jurisdictions. Contact us at contact@successionintel.ca to discuss scope and timeline.

Ready to get started?

The intake takes about 5 minutes. We handle everything from there.

For Family ExecutorsFor Law Firms