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Faisal Hassan
Brad Fox
Erik Olesen
Suzanne Probyn
Tanishq Chatterjee

Fax: 416-590-7601
Tel: 416-590-7620
Toll Free: 1 800-567-2626

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4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Estate & Succession Planning

Estate & Succession Planning
Good Reasons to Trust Testamentary Trusts
Organizing a loved one or close friend’s life is not a simple task. Understanding that grief can make even the simplest things seem difficult, BMO Trust Company can assist you with the duties and financial tasks that are required of the Executor.
Support For Executors
Organizing a loved one or close friend’s life is not a simple task. Understanding that grief can make even the simplest things seem difficult, BMO Trust Company can assist you with the duties and financial tasks that are required of the Executor.
Top 10 Reasons to Consider a Corporate Executor
Choosing the right Executor is a very important step in the estate planning process.
Executor's Task List
Executors are responsible for a variety of tasks ranging from funeral arrangements to filing income tax returns with the Canada Revenue Agency (CRA), to the final distribution of estate assets.
Estate Planning Family Meeting Guide
At the core of an effective and successful estate plan is open communication among everyone involved so that there is an understanding of your intentions and wishes.
Some Ramifications of Appointing an Executor Who is a Non-Resident of Canada
As you engage in the estate planning process, an important decision that you will need to make is who the executor1 of your estate will be.
Appointing a Corporate Executor
Achieving your personal and financial goals takes careful planning and expertise. One element of your wealth management strategy should be your estate plan.
The Mighty Power of Attorney
A comprehensive estate plan addresses important issues related to your property that impact you and your family throughout your lifetime, as well as after your death. Such comprehensive planning includes addressing your potential incapacity during your lifetime. The granting of authority to someone else to manage all of your financial affairs, and property worldwide, while you are unable to make decisions regarding the management of your property and financial affairs, is critical related to your property and financial affairs.
Estate Preservation
Many Canadians are concerned about their financial security in retirement and preserving the value of their estates for the next generation. It’s a common and understandable situation.