Trust & estate

Few things in life are more important than protecting your legacy. It’s no coincidence that building a trust and estate plan starts with building your trust. That’s why we’re just as focused on the big picture as we are on the details—from your family dynamics down to the fine print.

Your family and future above all else

There are no templates when it comes to trust and estate planning. Every family is different. Every situation is unique. Here’s how we help ensure your plan suits you, your loved ones and your beneficiaries.

Guide objectively

We bring an objective eye to your trust and estate plans, ensuring they deliver what they’re meant to—for your family and beneficiaries.

Stay agile

Families evolve. Children grow older. Circumstances change. We continually assess your situation and adapt the details of your plan as needed.

Stabilize for the future

Stability isn’t something you promise. It’s something you prove. We’ve done that as a longstanding fiduciary and will keep doing it into the future.

What to expect

Passing your legacy on to the next generation

A thorough and thoughtful wealth transition plan starts with going beyond the typical questions to truly understand you, your family and your wishes. From there, we offer you the services that can help you best protect your legacy.

Asset preservation over generations
Customized plans for trusts and estates
Family complexity and professional management
Record keeping, tax reporting and investment management

Insights

Estate planning: Act now before the sun sets on these estate planning tax breaks

“Those who fail to plan, plan to fail,” Benjamin Franklin once said. When it comes to p…

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Featured Trust & Estate Advisors

Reach out to our executives

Marc McKay

National Head of Trust & Estate

BMO Wealth Management U.S.

Marc McKay serves as National Head of BMO’s Trust, Estate & Fidu…

Marc McKay serves as National Head of BMO’s Trust, Estate & Fiduciary Administration team. In this role, he …

Marc McKay serves as National Head of BMO’s Trust, Estate & Fiduciary Administration team. In this role, he is responsible for leadership and performance of a…

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Reach out to our thought leaders

Laurie Klinkhammer

National Head, Estate Settlement Services

BMO Wealth Management U.S.

As the head of BMO Private Bank's Estate Settlement Services group, La…

As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estate…

As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estates and trusts for deceased clients. She also works …

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FAQs

Is it complicated and expensive to set up a trust?

Setting up a trust does take some extra planning, and a lawyer is required to draft the documents. The more complex the situation, the more care you’ll need to execute it correctly and discerningly.

Will I lose all control if I name you as my trustee?

That’s up to you: it depends on the nature of the trust and your intentions. Trusts can be designed to provide full control to the trustee, or key decisions can be controlled by you or whomever you choose.

Is it expensive to manage the assets in a trust?

Our pricing is based on the level of complexity involved in the administration of your trust. Variables include type of assets, level of oversight and tax implications, among others.