Beechwood understands the necessity of dealing with many details that come with the passing of a loved one. The many forms to complete with deadlines looming can often be overwhelming. We offer personal and confidential support to bereaved families confronted with the task of registering a death and notifying all the necessary government, pension, services and business organizations. Beechwood's Executor Assistance Counsellor will take care of may forms and notifications to avoid extra legal expenses, penalties or delays in processing benefits.
22 years experience providing Investment and Insurance advice, as well as Estate, Tax, and Financial Planning. I am a Certified Financial Planner, Certified Professional Consultant on Aging, and Certified Executor Advisor . I focus on client service and building relationships with my clients.