Estate planning services

Trust and estate planning services

Control how your assets and wealth are managed—and plan your legacy.

Are you prepared for what may come next? By having an estate plan, your wealth can help secure your family’s financial future and support the charities, organizations and causes that matter to you.

At RBC Wealth Management, we can help you create an estate plan to map out how your estate and assets will be distributed upon your death. Your estate plan reflects your unique needs, wants and wishes. It can help:

  • Keep a business, property or cherished asset in the family
  • Protect assets and help others make decisions on your behalf
  • Provide ongoing management of your affairs
  • Minimize the tax burden for those inheriting your wealth
  • Fulfill your philanthropic goals and create your personal legacy

Is a trust right for you?

Many people use a trust to control their assets now and provide for professional management if they become incapacitated. Establishing and managing a trust can be a complex process, so we’ll guide you through your choices. We’ll show you different scenarios and trade-offs—then help you connect the dots to make more informed choices.

Professional trustee services

As an RBC Wealth Management client, you gain access to professional trustees. You can rely on their experience and have them manage and administer a trust on your behalf.

Wealth protection solutions

Have confidence knowing you, your family and your legacy are protected. Including life insurance in your estate plan can help you grow your wealth and pass it on with less risk.

Learn more about protection solutions >

Charitable giving

Your financial advisor can work with you to create a living legacy in your estate plan to provide for your loved ones and favorite organizations for generations to come.

Learn more about gifting and philanthropy >

Trust services are provided by third parties. Neither RBC Wealth Management nor its financial advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

Prepare for what the future may bring


Create the legacy you envision with help from an RBC Wealth Management financial advisor.

Our insights

Four ways to use life insurance in your wealth planning

Wealth transfer 6 minute read
– Four ways to use life insurance in your wealth planning

How to talk to your parents about their estate plan

Estate planning 5 minute read
– How to talk to your parents about their estate plan

Will vs. a trust: Which one is right for you?

Wealth planning 6 minute read
– Will vs. a trust: Which one is right for you?