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Make informed decisions on all the legal and estate aspects that concern you. Protect you and your family’s interests!

We’re there to help you!

Whether it’s for will planning, to help you with the settlement of an estate for which you have been appointed liquidator, or to create a family trust, our notaries are there to assist you. What’s more, if you want, Professionals’ Financial can take charge of everything by assuming the role of liquidator of your estate or by serving as trustee of one or more trusts created in your will.

Prepare for the unexpected

Take advantage of our expertise and our wide range of services tailored to your needs. In case of death or incapacity, the recommendations of our notaries can prove very useful to ensure your protection. For example, they can advise you and assist you with the preparation of:

  • Your will
  • Your protection mandate and your general power of attorney
  • Your advance medical instructions
A customized service

The team of notaries at Professionals’ Financial offers you estate and testamentary trust expertise, an estate assistance service, as well as estate settlement advice.

Reassuring answers

Do you have questions or need legal advice? You’ve been appointed legal representative of an incapable person and you don’t really know what to do? In case of death, what steps will have to be taken and within what time limit? Who will deal with Revenu Québec and the Canada Revenue Agency? What will happen to your digital assets? The Financial’s notaries can give you clear answers and sound advice. In addition, they can take the necessary steps to obtain:

  • Death certificates or copies of acts of death from the Registrar of Civil Status;1
  • Will search certificates from the Chambre des notaires and the Barreau du Québec.1
Protect you and your family’s interests

Because you never know what the future holds, consider making arrangements now to spare your loved ones from worry. Contact your advisor at the Financial for more details and to assess your needs.

 

Certain fees may apply.

For an analysis of your situation,
get in touch with one of our advisors