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BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8

BMO Nesbitt Burns
595 Burrard St.
Vancouver, BC
V7X 1L7

BMO Nesbitt Burns
2601 Granville St
Vancouver, BC
V6H 3H2

BMO Nesbitt Burns
2104 Lahb Ave
Vancouver, BC
V6L 0C3

BMO Nesbitt Burns
913 Park Royal South
West Vancouver, BC
V7T 1A1

BMO Nesbitt Burns
5640 Cowrie & Wharf
Sechelt, BC
V0N 3A0

BMO Nesbitt Burns
1001 Gibsons Way
Unit 101
Gibsons, BC
V0N 1V8

BMO Nesbitt Burns
38201 Cleveland Ave.
Squamish, BC
V8B 0B1

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Estate Planning

With our partners across BMO Private Wealth, we can guide you through the major 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 with compassionate guidance, proven skills and experience.
Conversations may centre on such topics as:
  • Creating a Will or ensuring it is relevant and up to date
  • Designating your Powers of Attorney (for managing property and for healthcare and personal care), beneficiaries, executor(s), trustee(s), guardian(s) or ensuring these are relevant and up to date
  • How to designate the best individuals to take on serious responsibilities
  • Accuracy of details such as account numbers, names and contact information
  • How different assets will be taxed upon your death
  • Vacation property succession planning to keep the family cottage in the family
  • Your medical professional corporation:
    • Partnership agreements
    • Group practice arrangements
    • Secure storage/disposal of patient records
    • Succession planning in case you unexpectedly become unable to continue functioning in your practice or business, transferring it to a successor, or winding it up and selling the assets
Learn more: Estate Planning for Physicians