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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. 

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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.

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Stay agile

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

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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

When implemented correctly, a Spousal Lifetime Access Trust can potentially mitigate gift and estat…
JANUARY 18, 2022
A full table, the warmth of family and friends and pie, so much pie. Those are the hallmarks of hol…
NOVEMBER 09, 2021 JOEL SCHOENMEYER

The people behind the insights

Trust & Estate leadership
Amy Griman
Amy Griman
National Head of Trust and Estate Services and CEO BMO Delaware Trust Company
Amy oversees the personal trust offering and administration services for u…
Amy oversees the personal trust offering and administration…
Amy oversees the personal trust offering and administration services for ultra-high net worth individuals and families.…

FAQs

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

1-877-225-3863

Monday through Friday (excluding holidays) 7:30 a.m. to 5:00 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 $3 million in investible assets

Find a BMO wealth advisor

For those with $3 million to $100 million or more in investible assets

Let us contact you

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