We will guide you through the process of estate planning to help ensure your wishes are carried out.
Key elements of an estate plan
A comprehensive estate plan can include various documents, products, and solutions to help ensure your wishes are carried out as intended.
How We Can Help
Estate and Will planning can be a complicated topic to discuss. Supported by a team of specialists, we can help you with a variety of services to make your future more certain. Some of those services include:
Wills
A will is a legal document detailing who gets your assets, custody of minor children and who you've appointed to carry out your wishes.
Power of Attorney (POA)
A POA is a binding document giving a corporation or someone the legal right to make financial and/or medical decisions on your behalf.
Trusts
A trust is a legal arrangement appointing a trustee to manage assets on behalf of beneficiaries.
Business Succession Planning
A business succession plan is a strategy for passing control or ownership of your business to someone else.
Charitable Giving
Charitable giving is donating to a cause you believe in, and you can use your estate plan to help fulfill your philanthropic goals.
Executor Services
Executor services, offered by TD Wealth Private Trust, can help in carrying out someone's final wishes as described in their will.
We will guide you through the process of estate planning to help ensure your wishes are carried out.
Key elements of an estate plan
A comprehensive estate plan can include various documents, products, and solutions to help ensure your wishes are carried out as intended.
How does the estate planning process work?
Step 1 - Understand Your Goals
Step 2 - Build
Step 3 - Review
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