Concentra Executor Ease

So you're an executor... Do you know where to start?

Being named the Executor may be an honor, but it’s also a serious commitment. As Executor you are the person who is legally obligated to ensure:

• the Estate assets are located, protected and properly disbursed
• the debts, liabilities and taxes are identified and paid
• the beneficiaries are kept informed and treated fairly throughout the administration of the Estate

And, you are expected to complete these tasks in a thoughtful, caring, and efficient manner; often while you are experiencing the grieving process yourself. It can be a tough job and many who accept an Executor appointment don’t fully understand the duties, responsibilities and personal liabilities that come with it. You are a valued member of our credit union and we’re here to help. We suggest you start with Executor EASE.

What is Executor EASE?

Executor EASE is a program designed to assist Executors fulfill their role in administering an Estate. It’s made available through our partnership with the Estate administration experts at Concentra Trust.

How will Executor EASE benefit you?

If you don't have the time, experience or desire to perform any one or several of the tasks associated with settling an estate, Executor EASE will benefit you. Services in our Executor EASE program are charged on an hourly basis versus a percentage of the probatable assets. The competitively-priced hourly rate has been set so executors can compare our costs to other service providers. Concentra can help as little or as much as is needed.

How can I access Executor EASE?

Drop into our branch to discuss Executor EASE with our staff and receive a brochure or 1. Call us LaHave River Credit Union at 543-3921 or contact Concentra Trust directly: 2. Call 1-800-788-6311 ext 1888 3. Email executorease@concentrafinancial.ca

Download useful Executor Ease information and forms to assist you:

• What is a Professional Trustee (brochure)
• Executor EASE (brochure)
• Record Keeping / Financial Inventory for Members
• Funeral Instructions
• Executor's Guide - Settling an Estate
• Member Planning - Planning Your Estate
• Consent form for EASE