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Will and Estate Planning

Features:

  • Expert, impartial advisors ensure your estate and assets are protected, insured and managed according to your needs and wishes
  • Services available for simple to complex needs on assets over $1,000,000
  • Build accurate set of records and evaluate total assets
  • Update beneficiary information
  • Record location and registration of each asset
  • Safekeeping of wills in our vault
  • Coordinate preparation of will with selected lawyer
  • Establish clear instructions to ensure estate is distributed according to your wishes
  • Regular reviews to ensure estate plan reflects your current needs

To find out more:

Call us Toll-free at 1-888-887-3388

Or contact one of our offices to find out more about our services

Benefits:

  • Estate planning is undertaken free of charge when HSBC Trust Company (Canada) is appointed executor or co-executor
  • Objective, independent review and service in the interest of all parties, helping to avoid possible conflicts
  • Reduce possibility of disputes, family strife and legal action
  • Ensure your plans and wishes are met within second marriages or blended family situations

Note: All Trust & Estate services (except offshore trust services) are provided by HSBC Trust Company (Canada).