Control how your assets and wealth are managed—and plan your legacy.
Are you prepared for what may come next? By having an estate plan, your wealth can help secure your family’s financial future and support the charities, organizations and causes that matter to you.
At RBC Wealth Management, we can help you create an estate plan to map out how your estate and assets will be distributed upon your death. Your estate plan reflects your unique needs, wants and wishes. It can help:
Many people use a trust to control their assets now and provide for professional management if they become incapacitated. Establishing and managing a trust can be a complex process, so we’ll guide you through your choices. We’ll show you different scenarios and trade-offs—then help you connect the dots to make more informed choices.
As an RBC Wealth Management client, you gain access to professional trustees. You can rely on their experience and have them manage and administer a trust on your behalf.
Have confidence knowing you, your family and your legacy are protected. Including life insurance in your estate plan can help you grow your wealth and pass it on with less risk.
Learn more about protection solutions >
Your financial advisor can work with you to create a living legacy in your estate plan to provide for your loved ones and favorite organizations for generations to come. Learn more about gifting and philanthropy >
Trust services are provided by third parties. Neither RBC Wealth Management nor its financial advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.
Create the legacy you envision with help from an RBC Wealth Management financial advisor.
Access professional trustees and flexible trust capabilities to help accomplish your and your family’s estate planning and wealth transfer goals.
A customized wealth protection plan is important to help manage the risks that concern investors the most.
Incorporating a charitable giving strategy into an overall investment plan can help develop a strong legacy for the entire family to enjoy.
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.