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Estate Administration

BMO Harris Private Banking, through BMO Trust Company, offers a complete range of Estate Administration services. Settling an estate involves a considerable amount of work. You can take advantage of BMO Trust Company’s expertise in Estate Administration and relieve the burden on your family by appointing BMO Trust Company to act as one of your executors.

Our team of experts is experienced in estate and trust accounting, taxation and administration. We ensure that estates are administered prudently, efficiently, impartially and with the highest level of confidentiality.

If you have been named executor and are finding the duties of your executorship to be a burden, our Agent for Executor service provides the assistance you may need. We can perform as many or as few of your administrative duties as executor as you wish, and can craft a unique service tailored to meet your needs.

As a Corporate Executor, BMO Harris Private banking provides the expertise necessary for administering an estate in a timely, orderly and efficient manner, including acting as executor of a Will and as trustee for any trusts set up under it, and acting as a trustee for lifetime or inter vivos trusts.

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Let us help you develop a comprehensive strategy for growing your wealth, and provide the services you need to put this strategy into action. Contact your Personal Advisor, or one of our specialists in your area.
 
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