Trust services for individuals

Settling an estate is about more than just money. In fact, it can be a very complex process.

If you’re responsible for settling an estate, we can provide the support you need to do so fairly and effectively.

You can also name Desjardins Trust as your executor. We’ll respect your wishes and take care of passing on your estate to your heirs.

It’s important to name an experienced, impartial trustee who will follow your instructions for managing and growing your assets.

When you set up a trust, you become the administrator, and the assets you place in it become the trust’s legal property. A trust can help you safeguard a portion of your wealth.

With a living trust, your assets will be protected during your lifetime. With a testamentary trust, your assets will be protected for your heirs.

Desjardins Trust has the expertise to safeguard the assets in your trust. When the time comes, we’ll distribute them along with income according to the terms of the trust, taking care to reduce beneficiaries' tax burden.

Desjardins Trust can also help you create a charitable or educational trust, transfer and restructure a family business, or protect your personal property from creditors.

Who would look after your property if you were unable to? You can set up a protection mandate to decide who will look after you and your property and save your loved ones the administrative hassle.

Our team can help you define the mandate for the mandatary you choose to administer your property. Rest easy knowing our reliable, objective experts will make sure your property is managed the way you want when you can no longer do it on your own.