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Trust and estate 

Peace of mind for you and your loved ones

Planning your estate now will allow you to create the legacy you want to leave. Know that you’ve taken the necessary steps to safeguard your estate so that it will be distributed in the way you want.

Servus Credit Union offers strategic trust and estate advice and services. Our trust and estate professionals can help you assess your needs and develop a plan to help you care for your loved ones.

Estate planning

Servus Credit Union’s estate planning services will help you make informed decisions about the ownership and distribution of your assets during your lifetime and into the next generation.

Estate administration

Servus Credit Union and our partners* provide access to estate administration services that help our members with their responsibilities as executors.

Professional trustee services

A professional trustee manages and administers assets that are held in trust for another person. This ensures proper control and security of your affairs when you can no longer be in charge.

Investment administration

Investment administration services allow you to appoint a professional agent to direct some or all of your financial affairs.

*Servus Credit Union trust services provided through Concentra Trust.