Choosing an executor or acting as one?

Settling an estate is a complex task. If you are considering naming someone as executor of your Will or if you are an executor yourself, we can help.

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Choose a professional

An RBC Royal Trust professional can help you assess what may be involved, offer customized support, and ensure your estate is settled with maximum benefit to your beneficiaries.

We can act as sole executor, co-executor alongside another person, or as agent for executor.

An executor may need to:

Carry out last wishes
Probate¹ the Will
Locate assets including investments and insurance
Navigate family issues or dynamics
Carry out tax filing and tax preparation
Identify debts and liabilities
Distribute the estate
Establish trusts per the will

Types of executors

Sole executor: We can independently to carry out your wishes.
Co-executor: We can act alongside another person to carry out your wishes.
Alternate executor: We can act if your initial executor is unwilling or unable to fulfill their responsibilities.
Agent for executor: We can support you as the executor² by assuming as much or as little of the duties as you require, while you retain the final decision-making authority.

Let us guide you.

Our skilled RBC Royal Trust professionals can help. Please ask about our competitive fees and discounts if you have assets at RBC.

Request a call

1-855-833-6511

1. Probate is not required for notarial Wills in Quebec, and may not be required in other jurisdictions in limited circumstances
2. In Quebec, “liquidator”, in Ontario, “estate trustee with a Will.”

RBC Royal Trust and RBC Wealth Management are business segments of the Royal Bank of Canada. Please click the “Legal” link at the bottom of this page for further information on the entities that are member companies of RBC Wealth Management. The content in this publication is provided for general information only and is not intended to provide any advice or endorse/recommend the content contained in the publication.