Many medical professionals with very successful careers build large, complicated estates. Working closely with trust professionals at BMO Trust Company, we can help you take action on some of life’s most important financial matters and manage even the most challenging transitions while feeling confident and supported. With sensitivity and advocacy, we help you ensure your assets follow your desired course. We also strive to remove complexity, address long-term objectives, improve your family’s overall wealth structure, and seek efficiencies to reduce fees.
BMO Trust Company can provide:
• Estate Planning & Administration • Specialized Estate & Trust Services • Estate litigation