Executor/liquidator and trustee services

Our Approach - Charitable Giving, Executor

Charitable Giving

Executor/Liquidator and Trustee Services

Legal, tax and administrative issues can make the duties of an executor/liquidator very complex and time-consuming.

We can further assist your potential donors by:

• Acting as a professional and impartial corporate executor/liquidator
• Providing support in all duties—or only those where assistance is required
• Helping a donor contribute assets through a charitable remainder trust by serving as corporate trustee and administering the assets of the trust
• Offering comprehensive accounting of estate assets and liabilities

To provide these services, we work in partnership with RBC Trust Services, a trusted name in the estate administration business with over a century of experience.

For additional details on how we can meet the estate administration and settlement needs of your donors, please visit our Estate Settlement page.

We invite you to contact us to discuss any Charitable Planning questions you may have.