Estate Planning

>Our Premium Services Top   >Our Premium Service  > Estate Planning

If you wish to leave your estate to your family without problems that could arise after your death,   you need to take the legally right process. Depending on the type and size of the estate, tax burden could be very large and your family might not be able to receive as much estate as you were hoping.  

This is why estate planning is a necessary process. RBC Wealth Management provides the following services.
 

Asset Protection

Protect the value of your estate and prepare for unexpected expenses, such as injury and decease, through living benefits insurance, segregated funds and insured annuities.
 

Wealth Transfer 

Maximize the wealth you pass on using tax-effective insurance strategies, charitable giving solutions, and trust services.
 

Estate Settlement

Assist you with communication with beneficiaries, valuing, managing and selling the estate, and the distribution of the estate according to the terms of the Will if you've been appointed as an estate executor.
 

These services could be ideal if you:

  • Want a way to grow your assets while ensuring a payout for your beneficiaries

  • Are concerned about protecting your estate's assets and your income in the event of  a disability, critical illness or long-term care situation

  • Need a tax-effective way to transfer your wealth to your beneficiaries

  • Need a way to meet the tax obligations of your estate and other estate settlement costs without liquidating or eroding your estate's assets

  • Want to make a one-time or ongoing gift to a charity or not-for-profit organization

  • Have been appointed as executor for an estate and need assistance with some or all of your duties
     

What You Need to Prepare In Advance

Please make use of the following as your own checklist and make sure that your estate executor or lawyer is appointed with the necessary information. 

*Vital Statistics of beneficiaries  

*Details of Powers of Attorney

*Contact information of advisors, accountants, and lawyers

*Location of the original Will

*Details about funeral arrangements and cemetery plot

*Safety deposit box information

*Other important documents such as birth certificates, marriage certificates, separation/divorce papers, citizenship and passports, medical records, income tax returns, banking, mortgage, loan, real estate, investment records, vehicle ownership, prenuptial, separation, cohabitation agreements, and custody/adoption records

*Details including bank accounts (provider, account number, contacts), investment account, pension plans, annuities, valuable persona assets, real estate, business interests, insurance, loan and credit line information and credit cards

If you are married, your spouse's Will must be prepared as well.

 

Please contat us if you would like us to assist you for your estate transfer.

For Japanese, click here / 日本語はこちらをクリック