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Russ Johnston

Vice President and Senior Private Banker | CFP, FEA

Tel: 604-665-7458
Tel: 604-351-8550

Address
595 Burrard St
9th Floor
PO Box 49500
Vancouver, BC
V7X 1L7
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Will and Estate Planning

Will and Estate Planning
Estate Information Organizer
The BMO Wealth Management Estate Information Organizer is designed to help your family, executor (referred to as a “liquidator” in Quebec),or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property. Using this resource, you can specify where documents or accounts are located, identify appropriate contacts and provide security access details for your online accounts. The Estate Information Organizer can be invaluable in helping to ensure that nothing is overlooked in the administration of your estate.
Executor Task List
Executors are responsible for a variety of tasks ranging from funeral arrangements to filing income tax returns with the Canada Revenue Agency (CRA), to the final distribution of estate assets. If you are appointed Executor, our Task List will provide you with some guidance by describing the types of duties you will be required to perform.
Top ten Reasons for choosing a corporate Executor
The demands of being an Executor, along with the potential for personal liability, can be overwhelming. Depending on your circumstances and the complexity of your estate, you may want to use the services of a Corporate Executor.
BMO Letter of Wishes
This article will discuss the role that a “Letter of Wishes” (or “Precatory Memorandum”) can play in providing guidance to the executor of a Will or trustee of a discretionary trust.