Estate Resolution after the Death of a Loved One
After a loved one has passed on, there are many things that need to be taken care of. If you’ve been named or appointed as Executor, you may need to resolve many issues like life insurance policies; beneficiaries of RRSPs, RRIFs or TFSAs; jointly held assets; and much more. Acting as an Executor can be a very tough job; many people who accept this role don’t fully understand all the duties, responsibilities and personal liabilities that come with it. If there is no will, things can become even more complicated.
As a member of Edam Credit Union we can help. To make this process easy for you, credit unions like Edam Credit Union have relied on Concentra Trust for nearly 60 years to deliver professional estate administration services throughout Canada.
Executor EASE can help you answer these questions and fulfill your duties as Executor.
What is Executor EASE?
Executor EASE is a program designed to help executors fulfill their role in administering an estate.
You may need assistance with several or just one element of the estate administration. Executor EASE allows you flexibility in choosing only those services that you need help with, such as:
Locating, assembling and gathering information
Understanding and gathering documentation
Establishing executor authority
Managing assets and liabilities
Preparing statements and reporting
Services in the Executor EASE program are charged on an hourly basis and not as a percentage of the probatable assets. We can arrange a no cost, no obligation consultation with an Executor EASE specialist for members who are currently serving as an Executor.
How can Executor EASE help?
For one or several of the responsibilities required as an Executor, Executor EASE can help. Executor EASE can provide you with professional guidance on estate administration, or act as your agent. Estate administration professionals at Concentra understand all the legislative requirements, processes and snags that Executors can face. If you don’t have the time, experience or desire to complete one or more of the tasks of settling the estate, Executor EASE can certainly help you.
There are several ways to contact or get more information on Executor EASE:
Drop by the office to receive a brochure or to arrange a no cost, no obligation consultation with an Executor Ease specialist
Call Concentra Trust directly at 1-800-788-6311 ext 1888