Solutions for Trustees - Agent for Trustee
In your role as Trustee, you are faced with a number of complexities and obligations. Your responsibilities may include ensuring the trust assets are protected, keeping proper accounts and providing a detailed accounting to beneficiaries.
As your Agent, we can assist you in completing these tasks through a solution designed to meet your needs. Our Agent for Trustee service includes a full range or, if you choose, only selected services.
Our trust professionals are experts in the unique requirements of trust custody, recordkeeping and accounting, and can support you in the investment process for trust assets. In addition, our specialized knowledge associated with trust taxation can provide welcome assistance for busy trustees.
Our team of tax specialists are trained in the complex areas of trust taxation. Each trust receives a thorough income tax review to identify tax savings opportunities. In addition to preparing and filing the trust tax returns for you, our tax specialists can relieve you of the burden of dealing with Canada Revenue Agency.
In the event that your trust includes one or more holding companies, we can also introduce you to our team that specializes in holding company administration.
Our clients include individuals who have been appointed as trustees of living or testamentary trusts and need help fulfilling some or all of their duties. We also work with lawyers, accountants and other professionals who require specialized expertise in the administration of their clients’ trusts.
In addition to the reassurance that comes from working with top specialists, you benefit by having the time and effort associated with your trustee duties minimized. Having fewer professionals involved with the management of your trust should also reduce costs and errors. The expertise and organization that your Agent provides will bring you—and the trust’s beneficiaries—peace of mind.
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