We offer specialized software services for the Canada Death Care and Financial Services sectors, focusing on streamlined estate planning. Our software ensures compliance with industry regulations and standards.
Our system collects complete information about the deceased, including birth, death, executor information, and the printing of all estate-related government forms.

01 – COMPLIANCE WITH GOVERNMENT REGULATIONS

Ensuring that forms meet federal and provincial guidelines for the accurate handling of sensitive information related to estates, beneficiaries, and financial accounts.

02 – DATA PRIVACY AND SECURITY

Adhering to privacy laws to safeguard personal data on printed documents, especially when dealing with sensitive information like Social Insurance Numbers (SINs).

03 – ACCURATE INFORMATION COLLECTION

Ensuring all necessary details are gathered, including personal details of the deceased and executor information, to meet the specific requirements for forms such as estate settlements and benefit claims.

04 – AUTOMATED DOCUMENT GENERATION

Implementing software solutions that allow for the automated filling and printing of standardized forms, reducing human error and improving efficiency in document processing.

05 – VERSION CONTROL AND UPDATES

Stay current with the latest versions of government forms, as requirements may change over time. This includes maintaining access to updates from the Canada Revenue Agency (CRA) and Service Canada.

06 – CUSTOMIZATION FOR PROVINCE-SPECIFIC NEEDS

In Canada, estate and death care regulations can vary by province. The software should allow customization for region-specific forms and requirements.

07 – AUDIT TRAILS AND RECORD KEEPING

Ensuring that the process of form generation, modification, and printing is logged for auditing purposes. This is crucial for both legal compliance and maintaining accurate records.

08 – SUPPORT FOR MULTIPLE FORMATS

Allowing forms to be printed in various formats (such as PDF and physical copies) and compatible with both online submissions and physical filing, meeting different requirements from CRA and Service Canada.