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Estate Settlement
If you've been appointed as an estate executor, we can offer you
over a century of estate and trust experience through our partner
Royal Trust1 (RBC Trust Services). Their Trust Officers are highly
skilled, not only at the intricacies of estate administration, but
also in handling stressful family situations with compassion and
objectivity. They can assist you with the settlement of an estate,
no matter what the size.
Depending on your needs, you can choose from one of three Agent
for Executor solutions:
- Complete Solution
RBC Trust Services handles all details of the estate settlement on
your behalf, including: communicating with beneficiaries; valuing
and managing or selling real estate and other property; distributing
the estate according to the terms of the Will; filing all required
documentation and final tax returns; and more.
What’s more, they ensure that you and the beneficiaries are
kept well-informed of the estate’s status throughout the
entire settlement process.
- Administrative Solution
You remain responsible for valuing property and personal effects, and
for communicating directly with beneficiaries. RBC Trust Services
helps “behind the scenes,” taking much of the administrative
burden off of your shoulders by providing consolidated estate accounts,
assisting with asset valuation and preparing a formal inventory.
- Select Solution
You choose which services you need help with, whether it’s valuing
assets, applying for death benefits, collecting insurance proceeds, or
drafting letters to third parties, among other tasks. The expertise of
RBC Trust Services can also be valuable for the challenging work of
preparing final income tax returns.
Take the next step…talk to an advisor.
For more information about our Agent for Executor solutions,
please contact an Investment
Advisor. He or she will arrange for you to speak with one of our Will
and Estate Consultants, who will facilitate a meeting with a Trust
Officer.
1 Royal Trust Corporation of Canada (outside
Quebec) / The Royal Trust Company (for Quebec)
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