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.

Video Conferencing Courtroom Etiquette – Three Simple Steps

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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….

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Courts, In the News

Investment Policy Statements (IPS) for Trusts

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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….

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Investments, Trustee

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

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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….

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Estate Planning, In the News, Wills

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

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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….

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Estate Administration, Estate Planning, Executors, Uncategorized, Wills

The Risky Business of Updating your Will in the Time of COVID-19

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This blog was written by Paula Lester – Estate and Trust Consultant with Scotia Wealth Management It’s the irony of today’s situation: more and more individuals are turning their minds to their estate plans in light of our current pandemic, but getting new Wills drafted and executed right now has become an increasingly difficult endeavour. As a result, we find ourselves trying to get Wills drafted and signed under unideal….

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Contested wills, Estate Planning, Uncategorized, Wills

Estate Planning in a Pandemic: No Easy Solutions

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This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management It is not surprising that in a pandemic many people are very concerned about their estate plan.  This blog will focus on making a valid Will. In Canada each province and territory has its own legislation which sets out the legal requirements for a valid Will.  Some provinces, such as British Columbia, have a “substantial….

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Estate Planning, Executors, In the News, Uncategorized, Wills
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