Planning your estate

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Estate planning

2 options to fit your needs

Telephone assistance, documentation and support.

Service offered by your caisse advisor or financial planner.

  • 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

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What is the best way to leave your assets to your heirs?

When you use Desjardins Private Management estate planning services:

  • you benefit from a comprehensive assessment of your financial circumstances and estate
  • we will examine with you the various possibilities that you might consider for you and your loved ones, in particular if you want to protect them or lighten their tax burden

Whether your estate is simple or complex.

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