Frequently Asked Questions
Friends of the Family, ESTATE ORGANIZERS is a privately held,
incorporated Canadian company that provides estate organization and related
services.
Friends of the Family, ESTATE ORGANIZERS assists clients to understand what is involved in preparing their estate for the future. We work to ensure that plans and legal documents are in place to accomplish clients’ wishes before and after death.
Friends of the Family, ESTATE ORGANIZERS began as a vision; a vision that was fostered by a common need found among most families. Tony; the founder and principal share holder was in the insurance business for 34 years with over 10,000 clients under management. During his career Tony took on the approach of hand delivering death claims as he felt it was awfully cold for a widow or widower to have to go to the mailbox to pick up a death claim, which is the time when friends and family have gone back to their own lives and the reality of the loss of the loved one sets in. Tony learned very quickly that so many people were left with unnecessary stress and expense at the most difficult times in their lives. Over the years Tony was helping his clients and then in 2000 he realized the need to protect those he had already helped. He had also seen that it was a service he chould make available to everyone in society. Tony’s vision has taken several years to formulate and perfect. Others joined in this vision and
Friends of the Family, ESTATE ORGANIZERS was born.
We would arrange to have our Estate Coordinator visit you in the in the comfort of your own home to go over our program with you. There is no cost nor obligation for this consultation..
Should you decide to engage our services, we then work with you to document your specific wishes. We want to ensure there are clear instructions; for example, the disposition of your assets will be done in accordance with your wishes, that your funeral arrangements will be made the way you want them…
We provide Future Services including the coordination of professionals to assist with tasks our clients are unable to attend to themselves. This can include areas in garden care, snow shoveling, or house hold repairs. Protection of an estate to any capacity is our commitment. We have assisted in selling a business which a client could no longer operate, we help in the cleaning up of estates during our clients’ life time and we have helped to find pet care providers for clients. No task is too small.
You can benefit from our services and knowledge without leaving the comfort of your own home. Our Estate Coordinators will organize meetings as often as you wish and wherever is convenient for you. It’s as simple as a phone call or email message. We are always close by.
A great feature of
Friends of the Family, ESTATE ORGANIZERS is that regardless of the size of your estate, our goal remains the same. Everyone benefits by organizing their estate today and not leaving it for others to do after a time of need.
Referrals are very common among our clients. Yes, referrals are definitely appreciated. Due to the sensitive nature of our services we also realize it may sometimes be hard to take the first step. When the individual you know is aware of our services and have agreed to receive a phone call we will contact this person with utmost discretion. Should they wish to receive more information we can also provide documentation. The individual can take the time to review and decide for themselves when they wish to take action.
As hard as it may seem, life goes on even after those who are most important to us have passed away. But it should not deter us from taking care of ourselves and our loved ones who remain.
In as much as our program is designed to meet the needs of individuals it is also designed to address all aspects of one's estate ensuring that there are no uncertainties or unwelcome surprises left behind for your loved ones to deal with.
Friends of the Family, ESTATE ORGANIZERS provides a long term service. Even when the basic organization of your estate is completed, our job is not over. Our services continue through the years and through all important events in your life for as long as you wish to have us by your side. We offer our clients friendly periodic reminders to ensure everything is up to date.
If you have taken our "Why should I?" quiz and answered no to any or all of these questions odds are we will be able to help. (These questions are available at time of consultation with an Estate Coordinator with a no cost, no obligation visit in the comforts of your home). We also assist you with protection of assets in the event of a fire, theft or vandalism. Far too many of us are not aware of how to protect our assets during our life time or how to ensure they are properly distributed after our lifetime. We can provide you with appropriate options to best meet your needs.
Friends of the Family, ESTATE ORGANIZERS act in a coordinating role, bringing our clients together with their professionals, including lawyers, accountants, financial advisors, doctors, clergy, and funeral directors with our harmonious, comprehensive and ‘inter-connected’ program.
Friends of the Family, ESTATE ORGANIZERS provide only the estate organization services described here.
Incapacitation can be a short term or a longer term problem. Things such as a house fire, a car accident, a stroke, coma, dementia, loss of mobility and so much more can create a temporary or longer term dilemma. If you are no longer able, today, to do something that was routine yesterday, you may be dealing with some form of incapacitation.
Friends of the Family, ESTATE ORGANIZERS can help anticipate and identify many of these possibilities thus directing you to the best solution providers and programs.
We are often asked to come and help survivors after a death has occurred. Though we would consider helping if we had the resources, it is far too complex to resolve these situations after the fact. An Organized Estate is an organized estate and there is really no substitution. In some circumstances of incapacitation our services may still be available.
Learn More:
Executor
Learn More:
Power of Attorney