At BMO Private Wealth, you can have peace of mind knowing
your affairs are in good order.
We’ll develop a thoughtful estate plan to answer questions such as:
• How will my wealth and possessions be distributed?
• How can I ensure that my financial and digital assets and heirlooms are easily located?
• Who will ensure that my wishes are carried out after my death?
• Which of my assets could face excess taxation?
We’ll review your will and estate plan whenever you:
• Marry, remarry, divorce, or experience the death of a spouse
• Add a new beneficiary with special needs
• Change your executor (liquidator in Quebec)
• Buy or sell a business or foreign property