Executor EASE

Being named the executor may be an honour, but it’s also a serious commitment. 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.

Executor EASE is a program designed to assist executors fulfill their role in administering an estate. It can help you:

  • Locate, assemble, and gather information
  • Understand documentation
  • Establish executor authority
  • Manage assets and liabilities
  • Prepare statements
  • Assist with reporting

Depending on your circumstances, you may need support in one or a number of areas related to the administration of the estate. Concentra, our trust company, will provide estate administration services in a way that’s right for you. They fully understand legislative requirements, processes and potential pitfalls that executors often face.

For more information on Executor EASE, please contact our Estate and Trust Specialist:


Aleshia Andreas

Aleshia Andreas
Estate and Trust Specialist
Swift Current
306.741.3112
 

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Federal Continuance

For information on upcoming changes to DEPOSIT INSURANCE if we become a federal credit union, see our disclosure notice. Creditors who have concerns may contact Innovation Credit Union.

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