Hi!

Are you planning your estate transfer and want to appoint someone you trust to manage your estate? Let’s take a look at what it means to choose a parent or friend to act as the liquidator.

Appointing an estate liquidator involves a great deal of trust. It’s a huge responsibility that can raise concerns. We’ve all heard stories about settling a poorly planned estate – and the issues it can cause!

If you’re planning your estate transfer, you know how important it is to put in place initiatives to ensure that your last wishes are carried out and to make things easier for your liquidator and heirs.

Your Desjardins advisor can guide your estate liquidator through the steps of analyzing and implementing an estate liquidation.

Your advisor will help:

• Prioritize the necessary steps to take
• Bring other relevant Desjardins professionals on board to help identify assets
• Get the list of documents required
• Find answers to legal questions with help from legal advisors
• Set up meetings with Desjardins experts to address more complex needs, such as trust administration

This support will save your estate liquidator time and energy, and make sure your wishes are carried out.

Get peace of mind and enjoy your life without worrying about the future.

Your Desjardins advisor can offer you and your loved ones guidance and expert advice on settling your estate, whatever its size.

If you have any questions, please email them to the address you see on the screen. I look forward to hearing from you!