COOPERATIVE MEMORIAL SOCIETY
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​GETTING YOUR FINANCIAL AFFAIRS IN ORDER

In October 2016, CCMS and our partners Servus Credit Union and Concentra Trust provided a workshop on getting your financial affairs in order. The workshops were well received and most session were full. We have attached the documentation for those members who were unable to attend. 

Workshop Resources

corporate_executors.pdf
File Size: 138 kb
File Type: pdf
Download File

planning_your_estate.pdf
File Size: 7433 kb
File Type: pdf
Download File

powers_of_attorney.pdf
File Size: 177 kb
File Type: pdf
Download File

trusts_and_trustees.pdf
File Size: 167 kb
File Type: pdf
Download File

youve_been_named_executor.pdf
File Size: 829 kb
File Type: pdf
Download File

joint_accounts.pdf
File Size: 135 kb
File Type: pdf
Download File

settling_an_estate.pdf
File Size: 7774 kb
File Type: pdf
Download File

selecting_the_right_executor_and_trustee.pdf
File Size: 327 kb
File Type: pdf
Download File

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Cooperative Memorial Society (CMS)
Suite 204A, 223-12th Ave. S.W. Calgary, Ab. T2R 0G9 Canada (Appointments required)
1-403-248-2044 
​Toll free: 1-800-566-9959
admin@calgarymemorial.com

​
​The Cooperative Memorial Society of Alberta would like to acknowledge that what we refer to as Alberta is the traditional ancestral territory of a diversity of Indigenous peoples and home to Treaty 6, 7, and 8. We honor the Blackfoot Confederacy – Kainai, Piikani, and Siksika, the Cree, Dene, Saulteaux, Nakota Sioux, Stoney Nakoda, the Tsuu T’ina Nation and the Métis People of Alberta. This includes the Métis Settlements and the Six Regions of the Métis Nation of Alberta within the historical Northwest Métis Homeland. We recognize and give thanks to the many First Nations, Métis and Inuit who have lived in and cared for these lands for generations, all who continue to grace these lands, and all future generations. We are grateful for the traditional Knowledge Keepers and Elders who are still with us today and those who have gone before us. We make this acknowledgement as an act of reconciliation and gratitude to those whose territory we reside on or are visiting.
  • Home
  • About us
    • Mandate and Action Plan >
      • Volunteer on a Committee
    • Membership >
      • Purchase Online
      • Purchase by Cheque
      • Request Presentation >
        • Testimonials
      • Accessing the Registry >
        • Login
        • Hard copy forms
        • Dealing with 3rd party cookies
        • Troubleshooting Login
    • History
    • Governance >
      • We're a co-op >
        • Memorial societies
        • Funeral co-ops >
          • Business Case: Funeral Co-op in Calgary
      • Board of Directors >
        • Legislation
        • Bylaws
        • AGM Materials
        • Join Board
        • Policies >
          • Privacy policy
          • Terms & conditions
        • Contact us
  • Funeral Partners
    • Airdrie
    • Bashaw
    • Blackfalds
    • Calgary >
      • 2023-2025 M&H Plans
      • Additional costs to plans
    • Castor
    • Cochrane
    • Coronation
    • Didsbury
    • Eckville
    • Edmonton
    • Ft. Saskatchewan
    • Innisfail
    • Lacombe
    • Leduc
    • Lethbridge
    • Linden
    • Medicine Hat
    • Olds
    • Ponoka
    • Red Deer
    • Rimbey
    • Rocky Mountain House
    • Spruce Grove
    • Stettler
    • Sundre
    • Sylvan Lake
    • Taber
    • Three Hills
    • Trochu
    • Wetaskiwin
  • Registry Login
    • Member Login
  • Planning Ahead
    • Health Planning >
      • End of Life Planning & Care Video
      • Hospice Calgary Programs
      • MAID: Medical Assistance in Dying
      • Organ Donation
      • Body Donation
      • Family-Led Deathcare
    • Financial Planning >
      • Wealth Management Assistance
      • Getting Finances in Order
    • Estate Planning >
      • Personal Records
      • Association des juristes d’expression française de l’Alberta
    • Funeral Planning >
      • Funeral homes with CMS plans
      • Executor Duties
      • Permits and Registration of Death
      • Cremation >
        • Effect of cremation on environment
      • Green Burials
      • Cemeteries >
        • Calgary and area cemeteries
        • Medicine Hat, Lethbridge & Taber
        • Red Deer and Area
      • Obituary - Writing
  • Death of Member
    • Death Benefit
    • Last Post Fund
    • Grieving Together
    • Useful links
  • Member Update
  • Frequently Asked Questions