Trust Services

 

Concentra® ExecutorEASE

Losing a loved one hurts...Settling their estate doesn't have to.

Acting as an Executor can be a very tough job; many people who accept this role do not fully understand all the duties, responsibilities and personal liabilities that come with it. As a member of Coastal Financial Credit Union, we can help. To make this process easier for you, credit unions like Coastal Financial Credit Union have relied on Concentra for nearly 60 years to deliver professional estate administration services throughout Canada.

What is ExecutorEASE?

ExecutorEASE is a flexible menu-based program designed to assist you in administering an estate. Through the program, Concentra can provide you with cost-effective support, based on your unique needs, and your level of experience and comfort. Executors are free to choose the service(s) they need assistance with and maintain full control throughout the process.

How will ExecutorEASE benefit you?

If you don't have the time, experience or desire to perform any one of several of the tasks associated with settling an estate, ExecutorEASE will benefit you. Services in our ExecutorEASE 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 ExecutorEASE?

Drop into your branch to discuss ExecutorEASE with our staff and receive a brochure, or, contact Concentra directly:

Call:    1-800-788-6311

Email:  executorease@concentrafinancial.ca

 

 

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