Solutions and Services

You’ve worked hard to build your wealth. The Raymond James Trust Services division can ensure it is protected and the desires you have outlined in your estate plan are carried out. We offer the following solutions and services:

Executor and Executor Support*

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.

Learn more about the role of an executor
* Liquidator and liquidator support in Québec.


Trustee and Trustee Support

We can serve as sole or joint trustee for a wide variety of trusts. We bring not only technical, tax and reporting experience, but, most importantly, impartiality to the administration of trusts. We can also provide support in an agency capacity to someone who is a trustee, lending our expertise to your administration.

Learn more about trusts


Appointment under a Power of Attorney

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.

Learn more about Power of Attorney for Property

*It is important to note that a trust company can only be appointed as an attorney for property, not as an attorney for personal care to a client.


SIMPLIFY Services

Managing the daily ins and outs of your personal finances can be tedious and time consuming. Consider our SIMPLIFY services.

SIMPLIFY by Raymond James Trust Services aims to remove part of the burden from your life circumstances, whatever those may be. Whether you are managing your own finances or taking care of the personal affairs for a loved one, the time and attention required can draw away from other important aspects of your life.

Our SIMPLIFY services are flexible and can include:

  • Bill payment support
  • Income receipt processing
  • Recordkeeping
  • Important document review
  • Assistance with tax preparation and filing coordination

Learn more


Wills Bank

We can provide secure storage of wills and other important documents.

 

*Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of Ontario, Alberta and Saskatchewan, 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.