Building an enduring plan for a lasting legacy
Having an estate plan to control the distribution of your assets benefits everyone – you, your family, your executor, and the causes you care about. Our experienced team can help develop a personalized plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most, while considering the legal and tax implications.
If you need help appointing an Executor or Power of Attorney, Raymond James Trust Services may be able to help.
Our trust services division offers fiduciary services to assist clients with a wide range of important needs like estate settlement, trust administration, and power of attorney services. Our professionals bring experience, expertise, and a client-focused approach to our trust service offerings for the clients of Raymond James.
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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