Scotiatrust

Total 215 Posts

 Website

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.

Diminishing Capacity and Urge to Delay

• • 0 Comments

This blog was written by Paula Lester – Estate and Trust Consultant with Scotia Wealth Management As an Estate and Trust Consultant who works closely with financial advisors and their clients, I find myself being asked increasingly often to help clients whose capacity has become a concern. This seems to be an instigator as the advisor becomes aware that the client may no longer be able to understand their finances….

Diminishing Capacity and Urge to Delay Continue Reading »

Capacity Law, Contested wills, Estate Litigation, Estate Planning

From e-Wills to Blockchain Estates

• • 1 Comment

This blog was written by Isabelle Cadotte – Estate and Trust Consultant with Scotia Wealth Management One of the silver linings of the pandemic has been our collective rethinking of how we work and our willingness to embrace technology that helps us stay connected and work smarter. From remotely sworn affidavits, to virtual courtrooms and e-filings, courts across the country are embracing the opportunity to modernize their processes and increase….

From e-Wills to Blockchain Estates Continue Reading »

Contracts, Courts, Estate Planning, In the News, Uncategorized, Wills

Video Conferencing Courtroom Etiquette – Three Simple Steps

• • 0 Comments

This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management These days we are all finding creative ways of adapting our lives to the new normal. COVID-19 has changed the landscape of all businesses, including the legal profession. With social distancing rules in place, and likely to continue into the foreseeable future, the legal profession has, like most businesses, turned to online video conferencing and….

Video Conferencing Courtroom Etiquette – Three Simple Steps Continue Reading »

Courts, In the News

Investment Policy Statements (IPS) for Trusts

• • 0 Comments

This blog has been written by Robert Boyd, Scotia Wealth Management When acting as Trustee, in most cases it’s advisable to consult an investment specialist to select the investments. The practical reason for doing so is to limit personal liability and ensure the assets are invested in a suitable way, considering the parameters of the trust agreement, legislation and the common law. Throughout Canada, as outlined in the applicable provincial….

Investment Policy Statements (IPS) for Trusts Continue Reading »

Investments, Trustee

Virtual Will Signings and Access to Justice: Do Social Distancing Measures in Estate Law Help Everyone?

• • 0 Comments

This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management COVID-19 has changed the landscape in almost all aspects of our day to day lives. This includes the practice of estate law. With so many vulnerable individuals looking to complete their estate plan in the days of social distancing, organizations like the Law Society of Ontario have had to embrace change. With the introduction of….

Virtual Will Signings and Access to Justice: Do Social Distancing Measures in Estate Law Help Everyone? Continue Reading »

Estate Planning, In the News, Wills

ALEXA? How do I access my online account? Administering Estates in a Digital Age

• • 0 Comments

This Blog was written by: Alicia Godin, Estate and Trust Consultant, Scotiatrust  Amidst the current landscape, many of us are self-isolating at home and finding ways to entertain ourselves. Often, this means relying more heavily on social media and digital technology. Many of us have adapted our typical business practices and move toward an (even more) paperless society. Planning for digital assets is not a new topic, but during this….

ALEXA? How do I access my online account? Administering Estates in a Digital Age Continue Reading »

Estate Administration, Estate Planning, Executors, Uncategorized, Wills
Scroll to Top