Select Region/Language

We’re coming up empty for insights on “SEARCH_QUERY”

We’re coming up empty for services on “SEARCH_QUERY”

Service offered through BMO Investment Services

We’re coming up empty for team members on “SEARCH_QUERY”
We’re coming up empty for “SEARCH_QUERY”

Make sure you’ve spelled everything correctly, or try searching for something else

Looking for something else?

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.

The BMO difference

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 Icon

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 Icon

Stay agile

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

Stabilize the Future Icon

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


“Those who fail to plan, plan to fail,” Benjamin Franklin once said. When it comes to p…
Recent market drivers The markets have been on a bumpy path and the month of September exhibited e…
Fitch, one of the three major credit rating agencies, downgraded U.S. debt on August 1st from AAA t…

The people behind the insights

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


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.

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.

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.

Contact us

Call us


Monday through Friday (excluding holidays) 7:30 a.m. to 7:00 p.m. Central Time

Find an advisor or office

Use our easy locator tool to find an advisor who can help you with your wealth management needs.

Find a BMO Investment Services financial advisor

Under $2 million in investible assets

Find a BMO Wealth Advisor

For those above $2 million to $100 million or more in investible assets

Let us contact you

Schedule a call with one of our wealth advisors.

All fields are mandatory, unless marked optional.

Please enter first name
Please enter last name
Please enter your state
Please enter your city
Please check your email address and try again
Please check your phone number and try again
Please Select a time to call (Optional)
What are your needs? (Optional)
Please select your investible assets
help info icon
This allows us to match you with the wealth advisor who can best address your needs.
Tell us more about your needs so that we can provide you with the solutions that best fit your needs. (Optional)