Question 1

What is Succession Concierge?

Accepted Answer

Succession Concierge is a guided, all-in-one service designed to help executors (liquidators) manage and settle a succession step by step.

It brings together clear guidance, personalized checklists, document templates, and intelligent assistance in one place, so you always know what needs to be done next and why.

Question 2

Who is Succession Concierge for?

Accepted Answer

Succession Concierge is for anyone who has been named executor or liquidator of a succession and needs help navigating the process.

This includes:
• family members handling a succession for the first time
• spouses or children managing a loved one's estate
• co-executors working together
• people who want clarity before contacting professionals

Question 3

Is Succession Concierge a legal service?

Accepted Answer

No.

Succession Concierge provides general information, organization, and procedural guidance. It does not provide legal advice and does not replace a notary, lawyer, or accountant.

When professional help is recommended, Succession Concierge will clearly indicate that and help you understand why.

Question 4

How does Succession Concierge actually help?

Accepted Answer

Succession Concierge helps by:
• asking the right questions to understand your situation
• creating a personalized step-by-step roadmap
• explaining each step in plain language
• providing document and letter templates when needed
• tracking progress so nothing is forgotten
• helping you know when to involve a professional

Everything stays organized in one place, over the full duration of the succession.

Question 5

Is this only for Quebec successions?

Accepted Answer

Yes, for now.

Succession Concierge is built specifically around the rules, terminology, and processes of Quebec successions. This allows us to provide more accurate, relevant guidance.

Additional provinces may be added over time.

Question 6

Do I need to know everything before I start?

Accepted Answer

No.

Most people start with incomplete information. Succession Concierge is designed to work even if you are unsure about certain details.

You can update information as you go, and the guidance will adapt accordingly.

Question 7

How long can I use Succession Concierge?

Accepted Answer

You can use Succession Concierge for as long as the succession takes.

Some successions are settled quickly; others take many months. The service is designed to support you throughout the entire process, at your own pace.

Question 8

Can multiple people work on the same succession?

Accepted Answer

Yes.

If there are co-executors or family members involved, you can invite them to collaborate, view progress, and share information securely.

Question 9

What kind of documents can Succession Concierge help with?

Accepted Answer

Succession Concierge can help generate common administrative documents such as:
• notification letters to institutions
• requests for information
• status updates for beneficiaries
• internal checklists and records

All documents are generated for your review. You remain in control of what is sent and to whom.

Question 10

Does Succession Concierge contact institutions on my behalf?

Accepted Answer

Not at this time.

Succession Concierge helps you prepare documents and understand where they need to be sent, but you remain responsible for sending them and following up.

This ensures transparency, control, and legal clarity.

Question 11

When should I contact a notary or other professional?

Accepted Answer

Succession Concierge will flag situations where professional support is commonly required, such as:
• complex estates
• disputes or unclear wills
• minors or vulnerable beneficiaries
• significant tax or business considerations

You are always free to consult a professional at any time.

Question 12

Is my information secure?

Accepted Answer

Yes.

Succession Concierge is built with security and privacy in mind. Sensitive information is protected, access is controlled, and your data is never used for purposes outside of providing the service.

You remain in control of your information.

Question 13

What if I'm overwhelmed or unsure what to do next?

Accepted Answer

That's exactly why Succession Concierge exists.

You don't need to know everything, and you don't need to rush. Succession Concierge is there to help you move forward calmly, one step at a time.

Question 14

How do I get started?

Accepted Answer

You can get started by creating a succession and answering a few initial questions. From there, Succession Concierge will prepare your personalized roadmap.

No obligation. No pressure.

Frequently asked questions

About Succession Concierge

How it works

Documents and communications

Professional help

Privacy and security

Getting started

Official sources

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