Trust Services

Trust Services

You’ve worked hard to build your estate. Now it’s time to preserve it.

Our trust services can help you accomplish specific financial goals in the way you intend, whether it’s passing on assets to heirs, establishing a fund for a loved one’s support, providing for a disabled child, or helping you with incapacity planning.

The attention your legacy deserves

As your advisors, we will work with one of our trust officers to manage your assets through the eyes of a professional with in-depth insight into your full financial picture. Our trust services team offers a breadth of services, education and support to help you address your estate planning needs and move toward your future with confidence. With specialized expertise, our trust officers can provide a full suite of trust services to help safeguard your legacy and ensure the wishes you have expressed in your will are realized.

Selecting the right executor, trustee or attorney are among the most critical decisions you will have to make. Let us know if you would like more information about trusts, estate administration and powers of attorney for property services, and to determine if our trust services are the right fit for you.

Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Trust Services are not covered by the Canadian Investor Protection Fund. Consult your lawyer and/or qualified tax professional for advice regarding your specific situation.