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.

	At the caisse (Members and non-members)	Make an appointment with an advisor at a caisse.