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Planning your estate

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Estate settlement

An important responsibility that requires administrative, financial and legal knowledge!

Telephone assistance, documentation and support.

Service offered by your caisse advisor or financial planner.

  • Informs you about the importance of estate planning
  • Makes the estate planning process easier
  • Helps you save time and reduce estate expenses

Learn more - Planning your estate

Settling an estate is often more than a question of money. That's why, in addition to skills in law, finance and accounting, the Desjardins Private Management team also put its experience at your service so that the transmission of properties is carried out calmly and peacefully.

You may also designate Desjardins Securities as liquidator of your estate so that the legacy of your goods to your heirs is carried out according to your wishes.

Learn more - Private management

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