Desjardins Private Management estate settlement services

Desjardins Private Management's estate settlement services are for people who, because of the complex nature of the procedure, would like to have the estate settlement process handled by a skilled team of experts.

Features

• Management of all aspects of the estate settlement.
• Multidisciplinary team made up of legal officers, tax authorities, accountants, investment managers and other professionals.
• Process overseen by a trust manager who coordinates activities and ensures a personal follow-up.
• Fees determined by agreement.

Advantages

• Efficient actions every step of the process: funeral arrangements, the carrying out of bequests, legal examinations of the deceased's documents, inventory of the deceased's property and filing of income taxes.
• Temporary administration of the estate assets so as to generate income for the estate.
• Responsible administration of the estate assets.

Eligibility

Financial assets must exceed $500,000 (excluding the principal and second residences).

Find out more about settling an estate

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