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Executor EASE TAILORED SOLUTIONS FOR EXECUTORS Executor EASE is the solution Executor EASE is our innovative service designed to help executors successfully fulfill their obligations and responsibilities in a thoughtful, caring and timely manner. Executor EASE is a flexible, affordable solution that allows you to choose as much assistance as you need. It begins with a no-cost, no-obligation consultation with a trust specialist. During the consultation, our specialists work with you one-on-one to better understand the complexities and needs of the estate then offer appropriate solutions tailored to those specific needs. Expert advice Concentra Trust has over 65 years experience specializing in estate and trust solutions. Our team of trust specialists works with estates of all sizes and complexity and can be brought in at any time during the estate administration. Flexible services With Executor EASE you select only those services you require, and nothing more. This is the case whether you need help preparing the probate application, or need more comprehensive assistance with all of your executor duties. Probate Probate is the legal process to validate a will and formally confirm the appointment of the executor. It is the first step in the legal process of administering the estate. Contact us for a no-cost, no-obligation consultation. Remember, with Executor EASE you select only those services you require. The estate pays for the services, and nothing more. Administering an estate can be a difficult task, and being an executor for the first time can make it even more challenging. We offer professional help to guide you through the duties, responsibilities and administrative requirements that come with the role. Concentra Trust P 1.800.788.6311 #1888 E [email protected]

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Page 1: TAILORED SOLUTIONS FOR EXECUTORS Executor EASE · EASE TAILORED SOLUTIONS FOR EXECUTORS Executor EASE is the solution Executor EASE is our innovative service designed to help executors

ExecutorEASE

TAILORED SOLUTIONS FOR EXECUTORS

Executor EASE is the solutionExecutor EASE is our innovative service designed to help executors successfully fulfill their obligations and responsibilities in a thoughtful, caring and timely manner. Executor EASE is a flexible, affordable solution that allows you to choose as much assistance as you need.

It begins with a no-cost, no-obligation consultation with a trust specialist. During the consultation, our specialists work with you one-on-one to better understand the complexities and needs of the estate then offer appropriate solutions tailored to those specific needs.

Expert adviceConcentra Trust has over 65 years experience specializing in estate and trust solutions. Our team of trust specialists works with estates of all sizes and complexity and can be brought in at any time during the estate administration.

Flexible servicesWith Executor EASE you select only those services you require, and nothing more. This is the case whether you need help preparing the probate application, or need more comprehensive assistance with all of your executor duties.

ProbateProbate is the legal process to validate a will and formally confirm the appointment of the executor. It is the first step in the legal process of administering the estate.

Contact us for a no-cost, no-obligation consultation.Remember, with Executor EASE you select only those services you require. The estate pays for the services, and nothing more.

Administering an estate can be a difficult task, and being an executor for the first time can make it even more challenging. We offer professional help to guide you through the duties, responsibilities and administrative requirements that come with the role.

Concentra TrustP 1.800.788.6311 #1888E [email protected]

Page 2: TAILORED SOLUTIONS FOR EXECUTORS Executor EASE · EASE TAILORED SOLUTIONS FOR EXECUTORS Executor EASE is the solution Executor EASE is our innovative service designed to help executors

Concentra. The name to trust.Concentra Trust is a national trust company specializing in estate and trust solutions for over 65 years.

We offer personalized service, impartial guidance and tailored solutions for executors administering estates, regardless of value or complexity. This includes estates involving farms and businesses, out-of-province beneficiaries or difficult family dynamics.

The strength of Concentra lies in our deep roots in the co-operative system, built on shared values to grow and serve communities across Canada.

800-438 (10/17) © Concentra Bank, 2017

concentra.ca

HOW WE CAN HELP YOU

By partnering with Concentra, we’ll help you protect and grow

client relationships, enhance wealth management strategies,

optimize deposit strategies, and generate revenue.

WHAT WE DO

Concentra Trust leverages its legislative capacity and expertise

to deliver tailored solutions to clients from coast to coast.

WHO WE ARE

Concentra Trust has been serving Canadians with trust solutions to manage and transition wealth for 65 years. We have deep roots in the co-operative system, built on shared values to grow and serve

communities across Canada.

Concentra Trust is a wholly-owned subsidiary of Concentra Bank.

Getting startedRemember, with Executor EASE you select only those services you require. The estate pays for the services, and nothing more.

Contact us for a no-cost, no-obligation consultation.

Concentra TrustP 1.800.788.6311 #1888E [email protected]


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