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Executorship Services

"Corporate Executorship Services"

Prepare a Will

This legal document allows you to make decisions on who will administer your estate and distribute your assets at the date of death. In the absence of a Will the State decides how your property will be distributed. Royal Fidelity recognizes that estate planning is complex and requires expertise for many disciplines; as such, we have the resources to make this stage as quick and cost effective as possible.

Naming your Executor

Each person who owns assets has an estate, regardless of the quantity. At your death, your assets must be properly distributed in accordance with your estate plan. Your executor can either be an individual or a Corporate Entity.

Things to think about…

Lack of expertise-

The professionalism, knowledge and expertise of an Estate and Trust professional can provide invaluable support. Acting as an executor can involve as many as 70 different tasks, and can sometimes take one or more years to settle, depending on its complexity.

Family dynamics-

Settling an estate can create or incite family rivalries and disputes. The impartial nature of an Estate and Trust professional can assist in managing these contentions.

Availability-

An executor who is out of town may encounter multiple challenges when administering the estate. This factor is taken into consideration as the Estate and Trust professional is always assessable.

Continuity/Permanence-

As estate settlement can sometimes take extended periods of time, the lifespan of the executor is of vital importance. Human executors die while companies are permanent.

 

Trusts

When you establish a living trust, assets are transfered into the Trust by the Settlor/Grantor and immediately fall under the control of the Trustees for the benefit of your beneficiaries.

Estate Planning

Estate planning will allow you to be remembered the way you want. It facilitates the distribution of your assets according to your wishes and gives purpose to what you've accomplished in your lifetime.

Trustee Services

In addition to the aforementioned services, we can provide access to all aspects of comprehensive wealth management, including pension, corporate financing, mutual funds, investment management and brokerage services.

Investment Management

At Royal Fidelity we take our time to familiarize ourselves with your personal and financial situation. Our primary objective is to build your capital over the long-term by providing a strategic and customized solution. Investing your money to earn maximum returns requires a wel...

Contact

Carol Gaskin

Manager, Trust & Corporate Services

Gail Walters

Trust & Corporate Services

Not sure where to start? One of our experts can help you!

  • Make An Appointment
  • Schedule A Call
  • Give Us A Call At (246) 435 1955

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