Arlene Joswig
Background
Active user navigating executor duties for her uncle’s estate. Complex situation: caregiver employment compliance, POA for aunt, CRA issues. Referred to Evan Campbell through Mike Henley.
Key contacts in her network: Kevin Coopers (Grant Thornton), Frank and Arlene, Helen/Brian, Mom - Linda, 2 sisters. Caregiver is Evelyn (from Macao, permanent resident).
Strong candidate for testimonial — her experience directly illustrates the “bureaucracy of death” problem Focura solves.
Activity Log
2025-12-04
Arlene reached out with detailed questions following the executor checklist:
- Executor insurance — whether it’s needed / too late
- Equifax/Transunion death notification
- CPA recommendation (Liberty Tax, Bolton — uncle’s longtime accountant)
- Executor and POA fees — lawyer hasn’t provided calculation yet
- Major issue: live-in caregiver compliance (TFW → PR, unpaid remittances, no contract, no WSIB since 2020)
Referred to Evan Campbell through Mike Henley for caregiver employment law issue.