Executor EASE
Available through your credit unions partnership with Concentra, Executor EASE is a program designed to assist executors in fulfilling their role in administering an estate.
 
Being an executor can be a tough job and many who accept an executor appointment don’t fully understand the duties, responsibilities and personal liabilities that come with it.
 
Your credit union can arrange a no cost, no obligation consultation for members or non-members currently serving as executors with one of our 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.