Description

Hello Albert, Thank you for your response to my letter regarding Late Dr. *****. Before we proceed, I would like to confirm that the letter you received was indeed sent by me and is entirely legitimate so you have nothing to worry about. To provide further clarification, I am not fully aware of the exact nature of your relationship with the deceased. However, under Canadian Intestate Succession Laws, when an individual passes away without a valid will and both primary heirs (parents, spouse, or children) and secondary heirs (siblings or grandparents) are unavailable, the state may authorize or recognize any individual sharing the same surname as the deceased to inherit the estate or associated benefits. Such individuals are legally entitled to equal shares of the entitlement. As I mentioned in my earlier letter, I bring prior experience as a Chartered Accountant and Financial Consultant with Aviva Insurance Canada, the insurer of the policy in question. With my knowledge of the claims process and access to confidential information related to the deceased’s portfolio, I am well positioned to guide you through each step, up to the point where the credit union will formally contact you regarding the claim and disbursement procedure. To ensure that the process is executed correctly and efficiently, I will be engaging a reputable solicitor who will manage the legal documentation and formalities necessary to appoint you as the legitimate beneficiary and claimant of the Life Insurance Policy (LIP). The solicitor will be responsible for: Preparing and registering all required documents with the court Drafting a formal presentation letter to signal our readiness to proceed Submitting an affidavit affirming your status as next of kin Applying for a Letter of Administration from the Probate Registry, as no will was left by the deceased Your timely cooperation will be key to progressing this matter without delay. To initiate the process and formalize our working relationship, I kindly ask that you reconfirm the following details: Full Legal Name Residential Address Direct Phone Number(s) Age Marital Status Occupation Once I receive your confirmation, I will share the relevant confidential documents and begin advancing the matter accordingly. As you may be aware, life insurance companies are generally not obligated to actively trace beneficiaries, which results in a substantial volume of unclaimed policies globally. By taking a structured legal route through the courts and the designated financial institution, we can help ensure this matter is brought to a timely and successful resolution. Please don’t hesitate to reach out if you have any questions or require further clarification. I appreciate your prompt attention and look forward to your response. Kind regards == JERRY TALLEY Address: 230 Sheppard Avenue W Floor 2nd Toronto, ON M2N 1N1 Phone: +1 437 449 8598 Email: [email protected] Website: www.jerrytalley.com