Trust & Estate Services

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 through BMO Trust Company, which can provide compassionate guidance, proven skills and experience in delivering:

• Attorney for Property, Executor, Trustee, or Court Appointed Representative services

• Agent services to assist with tax compliance issues

• Estate litigation representation

• Living, Family and Testamentary Trusts services

• Escrow agent services in M&A deals, with the ability to grow escrow funds while in custody

• enCircle concierge services to fully manage a client’s personal and financial responsibilities
  (e.g., aging parents, bill payments, investment management, consolidated statements)