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Protect your loved ones
You are concerned–which is perfectly normal–by the financial security of your loved ones. For this reason, you can show foresight by preparing a draft of your last will and testament. We can help you to carry out this task.
With you, we will prepare the list of all your assets so as to establish their net value. You will then be able to more easily plan the distribution of your assets to your loved ones.
Together, we will study all available options and inform you regarding the methods of transfer, including the option of creating a testamentary trust. This will allow you to fully benefit from the advice of the notary called upon to put your last wishes on record.
In order to preserve family harmony, you would probably be well-advised to name Desjardins Trust as your estate liquidator and, if applicable, your trustee. Desjardins Trust’s impartiality and expertise in this field constitute a guarantee of efficiency. Your loved ones will certainly appreciate it.
Moreover, we can help you to prepare your mandate in anticipation of incapacity. If you wish to alleviate the burden of your family should you become incapacitated, it would certainly be in your best interests to name Desjardins Trust as your property administrator.
This service is free of charge when certain conditions are met. For more information, contact one of our offices.
We know the procedure.
Ease your burden.
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