Estate Planning

We think of estate planning as peace-of-mind planning.

It’s hard to imagine becoming ill or passing away, especially when most of us are living longer and healthier lives. But if you did, could your loved ones provide for themselves? What would happen to your assets? Estate planning can protect your family’s future and give you peace-of-mind today.

Estate planning involves organizing your assets in a tax efficient way so that your beneficiaries get your money and property according to your wishes. It leads to the creation of:

  • Your will, which details how your estate and possessions will be handled after your death
  • A personal directive, which gives direction about your health and maintenance if you can’t do it yourself
  • An enduring power of attorney, which appoints someone you trust to look after your financial and legal matters if you’re unable to do so

Servus Credit Union's estate planning experts can help you make smart decisions about the ownership and distribution of your assets today and into the next generation. This includes evaluating your financial needs as they relate to your estate plan and referring you to an insurance specialist*, investment advisor* or a corporate executor if you need one. We'll walk you through the planning process and help to identify key areas that you should cover in your legal documents. We’ll also provide referrals to lawyers, who specialize in trusts and estates, to complete the process.

It’s never too soon to plan ahead. Ask us for more information about our estate planning services or make an appointment at your local branch. You can also download our Estate Planning Guide (also available from your branch).

Contact us

*Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd., offering financial planning, life insurance and investments. Your insurance contract will provide details of the coverage available under the plan you choose. Restrictions may apply.

†Servus Credit Union trust and corporate executor services provided through Concentra Trust.

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