First Calgary Financial understands our members care about protecting their families and their assets, particularly in the event of unexpected tragedies or significant changes in their lives. Knowing how to develop a comprehensive estate plan may not always be clear. We can help, our team of experts partnered with Concentra Trust will provide the support and access to estate administration services to help you with the process.
Executor EASE is a program designed to assist executors fulfill their role in administering an estate. The program is made available through First Calgary Financial in partnership with Concentra Trust. It can provide you with cost-effective support, based on your unique needs, levels of experience and comfort. Executors are free to choose the service(s) they need assistance with and maintain full control throughout the process.
Concentra Trust can help you with:
- Locating, assembling and gathering information
- Understanding and gathering documentation
- Establishing executor authority
- Managing assets and liabilities
- Preparing statements and reporting
For more information on how Executor EASE can help you, please download the guides provided or visit any one of our branches.