Our team has the estate planning and the trust and estate administration expertise to ensure you and your family are securely protected.

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Preparing you and your family for the future

We all have an instinctive need to take care of our family. One way to safeguard your wealth is through estate planning and having the appropriate trust and estate administration services in place, ready for when you need them. We take a holistic approach to protecting your wealth and providing ongoing support and management.

Trusted partners for your trust and estate planning needs

At the heart of an effective and successful estate plan is open communication among everyone involved so that there is an understanding of your intentions and wishes when it comes to you, your family as well as your charitable organizations.

 

It is not always possible to consider all the situations and decisions that you and your family may face, but by working with an experienced trust and estate solutions team, we can help you articulate and document your thoughts, wishes and goals in an estate plan.

 

Our goal is to help you by making what can seem overwhelming manageable and give you the reassurance that your estate will be managed as you want it to be.

Estate Planning

The first stage of estate planning is preparation. We listen to you and create a comprehensive plan that sets out how you will transition your wealth. We also offer guidance on tax strategies to maximize your family’s wealth over time, managing assets, setting up trusts, and developing estate plans that cross jurisdictions.

 

Plus, we help you answer some common questions such as:

 

How will my wealth and possessions be distributed?

Can I preserve even more of my wealth for my heirs with a trust fund?

How can I ensure that my financial and digital assets, mementos and heirlooms are easily located?

How can I make things easier for my loved ones during what may be a difficult period?

Who will ensure that my ultimate wishes are carried out after my death?

When should you review your estate plan including your Will?

 

 

  • A change in your marital status: marriage, remarriage, divorce, death of a spouse

  • You’ve blended your family

  • You need to change your executor (liquidator in Quebec)

  • You’ve bought or sold local or foreign property

 

  • The birth of a child or grandchild

  • You’re adding a new beneficiary who may have special needs

  • You’ve bought or sold a business

 
     

Trust & Estate Services

Our team of Trust Professionals has extensive knowledge and deep expertise in providing estate and trust administration services, including capabilities to address unique and diverse investments and navigate complex family and corporate dynamics.  

 

We understand that your trust and estate plan expresses your deeply held priorities and values – what’s important to you.  Your dedicated Trust Professional will ensure that the administration of your trust and estate is completed prudently, efficiently, impartially and with the highest level of confidentiality and care, keeping the interests of your beneficiaries front and centre. 

 

Our range of services is extensive and we offer solutions that can assist at any life stage - as you grow your wealth, protect your wealth and prepare for the transition of your wealth. 

 

Based on your needs and objectives, we will work with you to meet your personal wealth goals.  You will also have access to our full BMO Private Wealth offering, which includes connecting you, as needed, with experts in additional wealth disciplines including investment management, tax planning and banking, to name a few.Our team of Trust Professionals has extensive knowledge and deep expertise in providing estate and trust administration services, including capabilities to address unique and diverse investments and navigate complex family and corporate dynamics.  

 

We understand that your trust and estate plan expresses your deeply held priorities and values – what’s important to you. 

 

Your dedicated Trust Professional will ensure that the administration of your trust and estate is completed prudently, efficiently, impartially and with the highest level of confidentiality and care, keeping the interests of your beneficiaries front and centre. 

 

Our range of services is extensive and we offer solutions that can assist at any life stage - as you grow your wealth, protect your wealth and prepare for the transition of your wealth. 

 

Based on your needs and objectives, we will work with you to meet your personal wealth goals.  You will also have access to our full B M O Private Wealth offering, which includes connecting you, as needed, with experts in additional wealth disciplines including investment management, tax planning and banking, to name a few.

 

Our depth of expertise allows us to offer a range of services:

 

Professional estate settlement and trustee services

Professional assistance if you have been appointed as an executor, trustee or attorney for property

Estate Trustee representation during litigation

Escrow agents with ability to grow escrow funds while in custody

Financial care and management with access to concierge services

Philanthropic solutions to support your charitable goals

Investment Administration to maintain control and oversight of your investments

Retirement compensation arrangements

Indigenous trust services