Estate planning is about life–the life of your family, your loved ones and the peace of mind you get from helping to provide for their financial future.

The estate planning process takes your financial and personal situation into account to develop a comprehensive plan that reflects your wishes. Your plan should also contemplate potential future incapacity and explore options including powers of attorney and/or inter vivos trusts.

Working with the knowledgeable team of professionals at Scotiatrust can help you to develop a thorough and integrated estate plan that addresses your goals and objectives.

By appointing Scotiatrust as executor and/or trustee of your estate, you are helping to ensure that the desires expressed in your Will and trusts are carried out with sensitivity, professionalism and objectivity. The experts at Scotiatrust administer and manage estates and trusts of varying complexity and value in a timely manner and are sensitive to the needs and concerns of family members and other beneficiaries.

Scotiatrust may be your best choice for Executor if you have a complex family situation, own complex assets, wish to establish ongoing trusts or wish to ease the burden on loved ones at a difficult time.

A thoughtful estate plan will include a plan for potential future incapacity. Where appointed as your Executor, Scotiatrust may also be your best choice as Attorney for Property.

Should you yourself be named as an Executor, Trustee or Attorney for Property, Scotiatrust can help. Our Estate Assist^® service can be invaluable to executors who are uncertain about what the role entails, face time or distance challenges, are concerned about personal liability or the potential for beneficiary issues. Personal Office provides much-needed service for trustees and attorneys seeking assistance in discharging their many duties and responsibilities.

Establishing a private or personal charitable foundation is an effective way to engage in philanthropy and create a legacy. Together with your relationship manager, we can assist you to integrate your philanthropy with your financial and estate plan.

Aqueduct Foundation

Ask us about Aqueduct Foundation (a public charity) with individual personal foundations that enable you to support the charities that are important to you. Aqueduct can create a legacy as part of your estate plan or can help you with strategic philanthropy during your life.

Private Foundations

Through our private foundation services, we support new and existing private foundations with practical administration, granting and investments. From developing a mission statement to providing guidance on strategic giving, our advisors will engage with you to help ensure your philanthropic goals are met.

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J.P. Bickell Foundation

The J.P. Bickell Foundation has sought to enrich the lives of Ontarians for over 60 years, supporting communities with gifts ranging from medicine to education, health and social welfare, and enabling the cultural education of a diverse range of talented individuals. Learn more here about the Foundation and the grant application process.

Other Foundations

Scotiatrust, The Bank of Nova Scotia Trust Company, in its capacity as trustee, director or agent for the trustees and directors of foundations, offers online grant application services. Please select from the list below to find out more about the grant application requirements for each Foundation.

• The Arthur and Audrey Cutten Foundation
• The Marion Ethel Kamm and Frederick John Kamm Charitable Foundation
• The Alice and Murray Maitland Foundation
• The McColl-Early Foundation
• The George H. Stedman Estate Foundation
• The George Lunan Foundation

The Bank of Nova Scotia Trust Company acts as agent for Aqueduct Foundation, which is an independent registered charity, BN 86608 7034 RR0001. Aqueduct Foundation is independent of Scotiabank, Scotiatrust, and 1832 Asset Management L.P. Investment management of Aqueduct Foundation's funds is provided by 1832 Asset Management L.P, ScotiaMcleod Global Portfolio Group, Genus Capital Management and Nexus Investments. Scotiatrust is the agent for Aqueduct Foundation. The Bank of Nova Scotia Trust Company acts as Trustee for the J.P. Bickell Foundation. The Bank of Nova Scotia Trust Company acts as agent for the directors of the Arthur and Audrey Cutten Foundation. The Bank of Nova Scotia Trust Company acts as Co-Trustee for the Marion Ethel Kamm and Frederick John Kamm Charitable Foundation. The Bank of Nova Scotia Trust Company acts as agent for the directors of the Alice and Murray Maitland Foundation. The Bank of Nova Scotia Trust Company acts as agent for the directors of the McColl-Early Foundation. The Bank of Nova Scotia Trust Company acts as trustee for the George H. Stedman Estate Foundation. The Bank of Nova Scotia Trust Company acts as agent for the directors of the George Lunan Foundation.

With our custodial services we assist affluent investors and institutions in consolidating and safeguarding assets.

We service the administration of financial assets including cash, money market instruments, equities, government and corporate bonds, other debt instruments, rights, warrants and mutual fund units. Our strong reputation for service, security and privacy is well-earned.

As a long-standing, recognized and respected securities operation, we will work to keep your financial assets safe and efficiently manage the administration of your investments.

At Scotiatrust we’ve been managing the financial affairs of our clients for years. With Personal Office, we go beyond, taking day-to-day administrative tasks off your hands.

Personal Office is designed to provide you, or your Personal Representative, with a total solution—smoothly, securely and efficiently helping you manage the routine but often complex administrative side of your financial affairs or those of a loved one.

Our specialized services are designed to ensure routine finances are kept secure, efficiently managed and in good order. Our experts are impartial, acting in the best interests of our clients. Responsibilities are streamlined, your burden is lessened, giving you and yours increased peace of mind. You give us direction and we take on what you need—from administrative tasks to income collection and investment management.

Meet with a professional today to learn how a customized strategy can help ensure your wealth is preserved and properly transferred to loved ones. Contact us today at 1 (800) 265-6978