Canadian Estate Planning & Administration Tips

Heritage Trust is a leading independent trust company in British Columbia, Canada, regulated by the BC Financial Services Authority (BCFSA). 

We provide professional fiduciary services to individuals, families, and advisors with a specialization in estate and trust administration, executor services, trustee services, power of attorney, escrow, and family office representation.

This channel shares expert insights and valuable estate and trust planning tips from Nicole Garton, president of Heritage Trust, designed to help Canadians understand topics such as:
• Estate planning in Canada
• Executor and trustee responsibilities
• Henson trusts and disability trusts
• Navigating family conflict in estates and trusts
• Power of attorney and incapacity planning
• Estate settlement and probate guidance
• Protecting vulnerable beneficiaries
• Wealth and legacy planning for families

👉 Receive a Complimentary Estate Planning Checklist for Canadians here: https://www.estateclub.ca/checklist