Scotiatrust

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For over 100 years, Scotiatrust® has helped Canadians preserve and transfer their wealth. Together with your team of specialists, we work to understand your achievements and help you connect them, so your wealth makes the meaningful impact you want. We also help you make important decisions sooner and ensure they’re followed when you’re unable to do so yourself. We are a team of highly experienced, hands-on professionals and we view it as our responsibility to ensure our clients have addressed all relevant issues and that their wishes are followed throughout and beyond their lifetime, helping them to live well and leave well.

Letters of Wishes When Judgment Is in Question

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Scotiatrust

This blog post was written by: Mario Gravel, Estate and Trust Consultant, Scotiatrust Ottawa   Clients are increasingly raising concerns about beneficiaries who may be vulnerable to misinformation, undue influence, or online fraud. In trust planning, that raises a practical and uncomfortable question: how can a trustee exercise discretion responsibly when a beneficiary’s judgment may be compromised, while still balancing that beneficiary’s needs against the interests of others? This is….

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Wills

Dying Without a Will in Québec, Part 2: Who Settles the Estate When No One Is Named Liquidator?

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Scotiatrust

This blog post was written by: Martine Desrosiers, Estate and Trust Consultant, Scotiatrust Montreal   In Part 1, we examined how intestacy in Québec creates procedural hurdles for minor heirs. Before any of those issues can be addressed, a more fundamental question arises: who is in charge of settling the estate?   When there is no Will, the Civil Code of Québec (CCQ) determines both who inherits and who is….

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Estate Planning, Wills

Dying Without a Will in Québec: A Masterclass in Making Life Harder for your Minor Heirs

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Scotiatrust

This blog post was written by: Ophely Karam, Estate and Trust Consultant, Scotiatrust Montreal   There are many ways to complicate your loved ones’ lives after your death. Dying intestate in Québec when you have minor children is one of the most efficient. From the outside, legal devolution under the Civil Code of Québec (“CCQ”) looks orderly, even comforting, as it establishes clear rules, predictable outcomes, and a legislated safety….

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Estate Planning, Wills

The “Easy Solution” That Creates Estate Problems Later

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Scotiatrust

This blog post was written by: Dave Madan, Senior Manager, Scotiatrust Most estate problems do not start with bad intentions or poor advice. They start with an easy decision. A parent adds a child to a bank account to make bill paying simpler. A couple downloads an online Will template to “get something in place.” A family assumes the oldest child will naturally take care of things when the time….

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Estate Planning, Wills

Why Estate Administration Now Feels Like a Never-Ending Series

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Scotiatrust

This blog post was written by: Dave Madan, Senior Manager, Scotiatrust If you have ever watched a true crime documentary or investigative series, you know the familiar structure. A death sets the story in motion. A Will appears. Family members gather, each with their own questions, assumptions, and expectations. By the end of the episode, the mystery is resolved and the estate seems to fall neatly into place before the….

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Estate Administration, Estate Administration and Probate Applications

Most Common Mistakes Individuals Make in Quebec Estate Planning

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Scotiatrust

This blog post was written by: Mina Mattia, Estate and Trust Consultant, Scotiatrust Montreal Estate planning in Quebec is often misunderstood, overlooked or postponed. Quebec’s civil law system also differs from the rest of Canada, which means that rules about wills and succession can surprise people. Here are some common mistakes individuals make when planning their estate plan in Quebec and how to avoid them.   Not preparing a Will….

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Estate Planning, Wills
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