Estate Planning

Achieving financial peace of mind.

Planning an estate is an essential step in life. Every Casera member should have an estate plan to ensure that the resolution of financial matters is prompt and prudent upon passing away.

Talk to us about organizing your estate. We understand that no one looks forward to planning their estate, but we know how important it is to you and your family that it be done right. We are committed to helping you and your family achieve financial peace of mind.

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The Importance of Having a Will

A will is the foundation of any estate plan. Only a valid, up-to-date will can fulfil your wishes.

The best and safest way to create a will is to work with a lawyer, as many do-it-yourself wills packages can leave details open to legal interpretation. Update your will periodically and in consultation with your investment specialist, especially if you acquire new assets. You should also update your will if you have a new child. You should also be aware that if you marry, your existing will becomes invalid.

If you do not have a will, talk to us. We can recommend an affordable legal expert who can draw up the document for you.

Talk to us.

Together, we'll work on achieving your financial goals.

Call 204-958-6300 or book an appointment at your nearest branch.