Help members prepare — and stay connected across generations
A credit union already holds the relationship a family turns to when something goes wrong. What it usually cannot do is tell that family where the will is, which accounts exist elsewhere, or who else to phone. Estate readiness closes that gap, and it is a member benefit rather than a product sale.
What a member program looks like
- A co-branded Estate Readiness Check. Free, two minutes, province-aware, and the answers never leave the member's browser.
- Cohorts. Run it for a branch, a segment or the whole membership.
- Sponsored access. Members pay nothing when the program covers them.
- An annual prompt that gives the branch a reason to be useful once a year.
- Engagement reporting. Invited, started, activated, review due. Never the contents of a member's record.
What we will not claim
We make no claim about deposit retention, wealth retention, or holding the next generation's business. A member who is better prepared is better prepared; what that is worth to the institution is yours to judge, not ours to promise.
Diligence
Records are stored and processed in Canada, in Google Cloud's Montréal region, with AES-256-GCM field-level encryption at rest and mandatory two-step verification on every professional account. A printable data-residency and security attestation is available for your own review. Meravor holds no third-party security certification, and will not imply one.
Single sign-on, API access and embedded experiences are on the roadmap and are not available today.
This page is general information about the service, not legal, tax, financial or insurance advice. Meravor is not a law firm. Meravor is operated by Purefox Holdings Ltd., a company registered in Alberta, Canada — PO Box 88044, RPO Walden, Calgary, AB T2X 4V6. Email reaches us directly at help@meravor.ca, and we answer within one business day.