Desjardins estate settlement assistance

Estate settlement assistance is available to Desjardins members who would like the caisse's help throughout the estate settlement process.

Service offered by your caisse advisor or the caisse financial planner.¹

Features

• Legal assistance service.
• Support concerning life insurance policies provided by a Desjardins Financial Security financial security advisor.²
• All-inclusive:
  • Comprehensive information guide.
  • Certain forms necessary for the settlement.
  • Useful Web references on estate settlement.

Advantages

• Makes the estate settlement process easier.
• Lets you follow the steps involved in a settlement in accordance with the rules prescribed by the law.
• Provides information about the liquidator's role and responsibilities.
• Ensures support by a group of experts.
• Saves time and reduces the estate's expenses.

Eligibility

For Quebec and Ontario members. Certain restrictions apply to Ontario.

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

1. Financial planners act on behalf of Desjardins Financial Services Firm Inc.
2. Financial security advisors are employees of Desjardins Financial Security, Financial Services Firm