Legacy Planning Trust that it will get done.
We offer a full suite of trust services through Raymond James Trust (Canada) to help safeguard your legacy and ensure the wishes you have expressed in your will and other estate planning documents are realized. We also help make sure the people and causes you care about are provided for respectfully, responsibly and professionally.
Here are the trust services we provide:
-
Executor and executor support
You are not alone in managing the many responsibilities of this challenging and critical role. As an independent branch of Raymond James, we can give you direct access to executor support services. By appointing an executor and/or trustee of your estate, you’ll benefit from the full duties of an executor as well as professional, thoughtful administration of estates and trusts – no matter how complex your circumstances. If you are named executor, you can rest assured that the functional tasks of administering the estate will be undertaken for you.
-
Trustee and trustee support
Our senior trust advisors can help guide you to make the best decisions for you and your loved ones. We can serve as sole or joint trustee for a wide variety of trusts. We bring not only technical, tax and reporting experience, but, most importantly, impartiality to the administration of trusts. We can also provide support in an agency capacity to someone who is a trustee, lending our expertise to your administration. You have worked hard to build your wealth. Now is the time to ensure it’s protected and the desires you have outlined in your estate plan are carried out just as you want them to be.
-
Appointment under a power of attorney
As attorney under a power of attorney (POA), we can undertake all aspects of financial administration when you are no longer able to do so. We make sure bills are paid, taxes are filed, and investments are managed, alleviating these burdens from your family and loved ones.
-
Wills bank
We can provide secure storage of wills and other important documents.
