Estate planning is the art of ensuring that your wishes are secured. With our partners at BMO Trust Company, we can guide you through the big decisions that touch multiple generations for long-lasting impact, ensure a smooth and orderly transition to your heirs through effective trust and estate administration, and offer a complete range of trust and estate services, which can provide compassionate guidance, proven skills and experience in delivering.
Estate Planning & Administration
Comprehensive planning to transition wealth to loved ones, friends or charities
Fiduciary expertise to administer trusts professionally and objectively
Asset protection and tax strategies to help maximize a family’s wealth over time
Guidance on managing assets and family members in more than one jurisdiction
Strategies to reduce the effect of probate
Specialized Estate & Trust Services
Attorney for Property, Executor, Trustee, or Court Appointed Representative services
Agent services to provide support to individuals acting in a fiduciary capacity
Estate planning that addresses all of your priorities
Living, Family and Testamentary Trust services for your family and family business
Tax efficient strategies that make a measurable impact and involve your entire family through donations, private foundations and the BMO Charitable Giving Program
Assistance with cross-border complexities to help you to manage US and international properties. Rely on our deep experience, relationships with trusted legal and accounting specialists, and networks of connections at BMO Financial Group.
enCircle concierge services to fully manage you or your family’s personal and financial responsibilities (e.g., bill payments, investment management, consolidated statements)
Estate Litigation
Estate litigation is becoming more prevalent as families become wealthier and more complex and our population ages. Wills and family members’ actions are being challenged in court, causing turmoil.
As a corporate fiduciary, BMO Trust Company can become a valuable resource as your court-appointed trustee to objectively administer estates during litigation disputes.