Desjardins estate planning assistance

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

The service is offered by your caisse advisor or financial planner.

Features

• Includes a legal help line provided by Sigma Assistel, a subsidiary of Desjardins Financial Security.
• Offers you the support of your caisse's financial security advisor to help you determine your life insurance needs.
• If needed, guides you toward a community foundation that can help you with any donations or bequests to charitable organizations.
• Makes available to you:
  • a comprehensive information guide
  • useful Web references on estate planning

Advantages

• Informs you about the importance of estate planning.
• Gives you the support of a team of experts.
• Leads you through all the steps required for effective estate planning.
• Makes the estate planning process easier.
• Helps you save time and reduce estate expenses.

	At the caisse	Make an appointment with an advisor at a caisse.