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Estate Planning
Estate planning can be overwhelming and complex but our team is here to guide you.
Estate Planning Services
Acting as an Executor can be a very tough job; many people who accept this role don’t fully understand all the duties, responsibilities, and personal liabilities that come with it. At Sunrise Credit Union, we can help.
Credit unions like Sunrise CU have relied on Concentra Trust for nearly 60 years to deliver professional estate administration services throughout Canada to make this process easy for you.
Wills
A will is a legal document that outlines how y ou want your assets to be distributed after you pass away. Our team can help you create a will that reflects your wishes and ensures that your loved ones are taken care of.
Trusts
A trust is a legal arrangement that allows you to transfer assets to a trustee who will manage them on behalf of your beneficiaries. Trusts can be useful in estate planning because they can help you minimize taxes and avoid probate.
Powers of Attorney
A power of attorney is a legal document that gives someone else the authority to act on your behalf. This can be helpful if you become incapacitated and are unable to make decisions for yourself. We can help you create a power of attorney that reflects your wishes and protects your interests.
Need Expert Advice?
Our friendly, knowledgeable estate planning experts are here to help.
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