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)