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Information for Ontario caisse members

When you are appointed estate trustee, your duties are important and numerous. More specifically, as the estate trustee, you must:

  • respect the deceased's wishes to the letter, unless they contravene the law; or respect the legal formalities stipulated by law if the deceased has no will;
  • be accountable to the heirs with full transparency;
  • file the deceased's income tax returns and pay any outstanding amount, failure to do so may result in personal liability.

Am I required to accept? Who can help me with this responsibility? No matter the size of the estate you have to settle, Desjardins can help you every step of the way.

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