Getting Ready
Let our specialists review your personal situation and needs, and offer you a personalized guide that puts you in control of your affairs.
A guide will contain information to assist in making decisions about:
- registering assets;
- designating beneficiaries;
- needing insurance;
- preparing a Will;
- selecting an executor;
- choosing a guardian;
- establishing trusts; and
- other estate distribution options.
To get you started, this estate planning information form tells you what you need to do.
If you operate a farm or your own business, you may want to fill out our agriculture or commercial supplemental form to list your assets.
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You can review and complete the form in advance of meeting with our specialist, or call her directly for her assistance every step of the way. Call Sharon Schermann, Estate Planning Specialist, at 934-4087 or email sharon.schermann@affinitycu.ca.