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
Whatever your goals are for your legacy and estate plan, our Raymond James Trust Services are equipped with the resources and expertise to help ensure all of your needs are addressed. Explore the pages below to learn more about our team and the services and capabilities we offer, and how we work with our clients.
Your trust officer will work with you and your financial advisor 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.
Estate Complexity Calculator
Are you planning your estate and trying to determine how difficult it may be for your Executor to administer after you pass away? Or, are you an Executor who has been called upon to settle an estate and are unsure of how complicated the administration will be? Let’s take a look. Let’s get started.
How complex is your estate? Watch video below.
Solutions & Services
To meet the unique needs of our clients, our trust officers can serve in a number of roles, including executor*, trustee, co-trustee, and agent to an executor or trustee
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*Liquidator in Québec.
Working with us
Selecting the right executor, trustee or attorney are among the most critical decisions you will have to make. Talk to your Raymond James advisor for 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. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
The attention your legacy deserves
Whatever your goals are for your legacy and estate plan, Raymond James Trust Services are equipped with the resources and expertise to help ensure all of your needs are addressed. Explore the pages below to learn more about our team and the extensive services and capabilities we offer, and to better understand our process when working with our clients.
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About the Trust Services Division
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the province of Ontario and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd.
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Solutions & Services
To meet the unique needs of our clients, our trust officers can serve in a number of roles, including executor*, trustee, co-trustee, and agent to an executor or trustee.
Learn More -
The Role of an Executor
By appointing our trust services division as executor and/or estate trustee of your estate, we can take on the full duties of an executor and provide professional, thoughtful administration of estates and trusts at all levels of complexity. We can also serve as trustee of any trusts created through your will. If you are named executor, we can undertake all of the functional tasks of administering the estate for you. Our executor support services mean you are not alone in managing the many responsibilities of this challenging and critical role.
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Trusts
In Canada, trusts can serve a wide variety of functions. They can help you provide support for a disabled dependent, provide for your heirs, support corporate tax and succession planning, and even provide for estate and incapacity planning. While they can be a very flexible tool, they can also be complicated. Improper drafting of key documents can completely frustrate your original intentions.
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Estate Complexity Calculator
Are you planning your estate and trying to determine how difficult it may be for your Executor to administer after you pass away? Or, are you an Executor who has been called upon to settle an estate and are unsure of how complicated the administration will be? Let’s take a look.
Let's get started -
Power of Attorney for Property
As attorney under a power of attorney for property (POA), we can undertake all aspects of financial administration even you are no longer able to do so. We can make sure bills are paid, taxes are filed, and your investments are managed, alleviating these burdens from your family and loved ones.
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Trust Services News
Annual Report 2022
Our values – and our commitment to them – have always been our source of strength. Returning to that source has carried Raymond James forward for 60 years, helping us build upon our successful history to create more possibilities for the future for advisors, their clients and our firm.
Learn More about Annual Report 2022Raymond James Ltd. Names Jennifer Hodgson to Lead Canadian Trust Operations
Based in Montreal, Ms. Hodgson will oversee all of the firm’s trust activities nationally including Raymond James Trust (Québec) Ltd.
Learn more about Raymond James Ltd. Names Jennifer Hodgson to Lead Canadian Trust OperationsRaymond James acquires Canadian trust company, plans estate-planning division by Andrew Willis, The Globe and Mail
Investment dealer Raymond James Ltd. is acquiring a Canadian trust company as part of a strategy to better help clients move wealth from one generation to the next and better compete with the country’s banks.
Read More about Raymond James acquires Canadian trust company, plans estate-planning division by Andrew Willis, The Globe and Mail