Planning and settling an estate
Discover our new service: personalized assistance with estate planning and settlement. It’s a complete approach adapted to your financial needs to ensure a smooth transfer of your wealth according your wishes.
The benefits of estate planning
Protect your wealth
By planning your estate, you can ensure your wealth is protected properly and distributed efficiently.
Reduce the tax impact
A sound inheritance strategy can minimize inheritance taxes and costs related to the liquidation of your assets.
Simplify settlement
Estate planning ensures your assets are transferred according to your wishes and also facilitates the process for your heirs.
Complete estate service
The estate planning service, reserved for our clients, is based on three pillars: a financial plan prepared with a financial planner holding the F.Pl. designation; family financial planning; and the preparation of a will on the platform of our partner ClearEstate.
Financial planning
Free meeting with a financial planner
The meeting includes the following:
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Assess your assets
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Determine your heirs, special legacies and liquidators (executors)
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Set your financial and estate priorities
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Establish a personalized tax strategy
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Identify your insurance needs
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Estate planning
Guidance and drafting of estate documents*
No cost to our clients
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Online will before two witnesses
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Access to a digital vault to store your important documents
Low rates
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Notarized wills and mandates
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Testamentary trust
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Professional executor
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Estate settlement
For liquidation according to your wishes*
No cost to our clients
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Free will search
Low rates
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Estate accounts
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Simplified estate settlement
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Executor service
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We’re here for you
With assistance from one of our financial planners, you can structure the transfer of your family wealth according to your wishes, while minimizing taxes. By specifying a clear distribution of your assets, you can reduce any complications for your heirs and ensure a smooth transition.
Together with our partner ClearEstate, we can assist you with the preparation of estate documents. Our clients can draw up a will free of charge on the digital platform of our partner ClearEstate and complete it in a few minutes before two witnesses. You’ll automatically have access to the secure vault to store your important documents virtually.
Other products and services are available to meet your needs. Our clients receive an exclusive 10% discount on all ClearEstate products and services:
- Notarized will
- Protection mandate
- Testamentary trust
- Appointment of a professional executor
- And more
Introductory offer
Get $250 in FÉRIQUE Funds with the purchase of a notarized will, whether for an individual or a couple. All transactions must be completed by December 31, 2024.
This promotional offer is in addition to the 10% discount on all ClearEstate services offered to FÉRIQUE Investment Services clients.
To draw up your will online, you must create your access to the secure vault where you can virtually store your important documents (will, protection mandate, etc.).
We offer a comprehensive but simplified approach that makes estate management easier, whether for you as the executor of an estate or for the loved ones who settle your estate.
Our clients benefit from a free will search through our partner ClearEstate, dedicated estate accounts and a tailor-made financial plan. An executor service is also available through our partner.
Our clients also receive an exclusive 10% discount on all ClearEstate services.
Get $250 in FÉRIQUE Funds with the purchase of a plan for a Notarized will, whether for an individual or a couple. All transactions must be completed by December 31, 2024.
This promotional offer is in addition to the 10% discount on all ClearEstate services offered to FÉRIQUE Investment Services clients.
As a client, you’re entitled to advantageous rates on counselling services and the preparation of estate documents through our partner ClearEstate. Your benefits include:
- Free online before two witnesses*
- Free access to the digital vault*
- Free will search*
- 10% discount on all ClearEstate services*
Get access to the digital vault
* Services offered free of charge or at advantageous rates for FÉRIQUE Investment Services clients through our partner ClearEstate.