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Home»My life»Personal products & services»Trust and estate»Estate planning

Estate planning 

Take time now to plan your estate. If you become seriously ill or pass away suddenly, know that your loved ones will be protected.

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. We also help you evaluate your estate needs in relationship to your plan, and direct you to an insurance representative*, investment advisor* or a corporate executor if you need one.

Estate planning is a key step in the preparation of:

  • Your will, which is the legal document that details how your estate and possessions will be handled after your death.
  • A personal directive, which gives direction about your health and maintenance if you are incapable of doing so.
  • An enduring power of attorney, which appoints someone you trust to look after your financial and legal matters if you are unable to do so.

We'll walk you through the planning process and help you identify key areas that should be covered in your legal documents. We’ll also provide referrals to lawyers, who specialize in trusts and estates, to complete the legal documentation.

Download the Estate Planning Guide. The guide is also available from your Servus branch.

Corporate executor

As part of planning your estate you will need to appoint an executor to safeguard your assets and administer your estate. Servus Credit Union, through Concentra Trust, can offer you the services of a corporate executor.

Ask about our estate planning services

To find out more about our trust and estate services, please feel free to submit a request for information, or make an appointment at your local branch today.

Request information Make an appointment


 

*Servus Credit Union trust services provided through Concentra Trust

**Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd., offering financial planning, life insurance and investments. Your insurance contract will provide details of the coverage available under the plan you choose. Restrictions may apply.

Begin estate planning

Call Servus at
187SERVUSCU
1.877.378.8728

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