Estate Planning

How will your assets be distributed to your loved ones or favourite charities when you’re gone? What if your health compromises your ability to make necessary decisions?

Estate planning will help bring peace of mind by outlining your wishes and articulating how your affairs should be handled at the end of your life. Estate planning will help you define your current situation, describe your goals, and identify options for ensuring your assets are transferred as quickly and completely as possible according to your wishes.

The bottom line is being preparation, and that’s where we can help.

For our members seeking advice on estate planning or financial planning tips, Sunrise Credit Union has aligned with a team of industry professionals, each of which brings a unique set of skills to the table.

We can also assist with preparing an executor for your estate through Executor Ease. This flexible, affordable solution helps executors understand and conduct the duties and responsibilities of administering an estate.

To get in touch with one of our wealth advisors, contact Sunrise Wealth Management by filling out the form below, and one of our knowledgeable professionals will get in touch with you.

Email our Estate Planning experts

e.g. 604 555 6878