Tasks
10 of 16 completed · Read-only preview
63%
x
2In Progress
1Blocked
3Pending
10Completed
In Progress (2)
Transfer Vehicle Ownership
Jane Smithhigh
File Life Insurance Claim
Jane Smithurgent
Blocked (1)
Update Property Ownership (Probate Required)
Robert JohnsonBlockedurgent
GoGovernment(4/5)
80%
x
Obtain Death Certificates
Notify Canada Pension Plan (CPP)
Jane SmithNotify Old Age Security (OAS)
Jane SmithNotify Canada Post — Mail Forwarding
Cancel Passport
InInsurance(2/3)
67%
x
Notify Life Insurance Provider
Robert JohnsonCancel Health and Dental Insurance
File Life Insurance Claim
Jane Smithurgent
FiFinancial(1/2)
50%
x
Contact Primary Bank
Jane SmithNotify Canada Revenue Agency (CRA)
Robert Johnsonhigh
PrProperty(0/2)
0%
x
Transfer Vehicle Ownership
Jane Smithhigh
Update Property Ownership (Probate Required)
Robert JohnsonBlockedurgent
LeLegal(1/1)
100%
x
Locate and File the Will
FaFamily Administration(1/1)
100%
x
Arrange Funeral and Burial
Michael SmithEmEmployment(1/1)
100%
x
Notify Employer and Cancel Benefits
Jane SmithOtOther(0/1)
0%
x
Close Utility Accounts