Available through Strathclair Credit Union’s partnership with Concentra, Executor EASE is a program designed to assist executors in fulfilling their role in administering an estate.
Strathclair Credit Union will be happy to arrange a no cost, no obligation consultation for members or non-members currently serving as executors with one of Concentra’s trust specialists. Concentra can act as an agent to complete any or all of the administrative tasks associated with settling an estate.
Concentra can help:
- Locate, assemble, and gather information
- Understand and gather documentation
- Establish executor authority
- Manage assets and liabilities
- Prepare statements and reporting