Estates, wills and trusts.
From notification to settlement — we're here to help.
Navigating the estate process can be overwhelming. That’s why our Estate Specialists are here to support you—every step of the way, from notification to final settlement.
Notification of a Vancity Member’s passing
Book a phone appointment with our Estate Specialists and submit the following documents to your local community branch at least 2 days prior: the Death Certificate, the Will (if applicable), and the estate representative’s ID (2 valid pieces), SIN, and contact information.
Managing a Vancity Estate account
After notification, initial documents being received and your booked appointment, our Estate specialist will conduct a review of accounts and provide guidance on next steps throughout the process.
Settling a Vancity Estate account
The Vancity estate account will be settled after the review of information and accounts is complete and once all signing of updated documents is completed with a Vancity staff member.
