Acting as an Executor

The role of an executor can be difficult and stressful at times, and it helps to have the input of an expert.

We work with Concentra Trust, a national trust company. They have assisted credit unions like Alterna Savings for over 65 years to deliver professional estate and trust solutions in Canada.

What is Executor EASE?

Executor EASE is a flexible, affordable solution that assists executors to understand and conduct the duties and responsibilities of administering an estate. Executors may require additional assistance when:

  • the executor doesn’t have the time or expertise, or lives out of province;
  • the estate is extensive or complex or includes businesses or farm assets;
  • there are many beneficiaries;
  • there’s potential for family conflict such as blended families or beneficiaries that don’t get along; or
  • there’s no Will.

Concentra Trust works with estates of all sizes and can be retained at any time during the estate administration process. The executor selects only the services they require. Concentra Trust works with teams of legal and estate professionals across Canada to provide assistance with preparation of the probate application or all of your executor duties. As executor, you will:

  • receive a one-on-one no cost, no obligation estate consultation with an estate and trust specialist,
  • be offered appropriate solutions tailored to the estate,
  • select the services required, whether the estate is simple or complex, and
  • the estate pays for the selected services, nothing more.

We are proud partners of Concentra Trust, a national trust company. The strength of Concentra comes from deep roots in the co-operative system, built on shared values to grow and serve communities across Canada. They specialize in personalized service, impartial guidance and peace of mind for Canadians.

To learn more about Executor EASE, please visit your local branch for more details or call our Contact Centre at 1.877.560.0100.

These documents may help you during the estate administration process