Estate planning

Organize your estate and plan your legacy

A well-organized estate can help make it easier for your family to cope during a difficult time, whether it’s addressing your elder care needs or settling your estate.

We can work with you to create an estate plan that addresses issues like:

  • Helping you plan for your care needs due to critical illness, disability or aging, and help you protect your wealth for your estate. We can provide access to strategies to help you get the care you need, while helping to protect your family’s legacy.
  • Do you need a Power of Attorney? Our estate planning professionals can provide the answers, support and guidance you need.
  • You’ve been named an executor1 for a loved one’s estate, we can help make the process easier, with executor services tailored to your situation.
  • We can help you transfer wealth to the next generation, while preserving the after-tax value of your estate.
  • How can I make the most of my charitable giving? We can help you support causes important to you, while reducing the impact of taxes.

1 In Quebec, “liquidator,” and in Ontario, “estate trustee with a Will.”

Access comprehensive wealth planning through these RBC businesses:

Investment management and advice

Benefit from professional advice on the full range of investments uniquely personalized investment management and comprehensive financial, retirement and estate planning.

RBC Dominion Securities
Investment counselling

Realize your financial goals through consistent investment management, led by our firm's established approach, which is tailored to your family’s circumstances by a personal investment counsellor.

RBC PH&N Investment Counsel
Estate, trust and elder care solutions

Preserve your wealth for future generations while getting the professional assistance you need to navigate complex and sometimes emotional decisions.

RBC Royal Trust
Banking and credit

Receive customized wealth management, sophisticated banking, cash management and high-net-worth credit solutions, from a dedicated private banker and their team.

RBC Private Banking