Tax & Estate Estate Settlement Process (ESP)
Our practice can offer a myriad of resources and services for clients in terms of will planning, estate planning, and insurance. One of the processes we offer is the “Estate Settlement Process (ESP)”.
Process: Estate Settlement Process (ESP)
Being an executor can be a challenging experience. Our clients have comfort in having us, and Raymond James resources, here to help. Estate Settlement Process (ESP) helps clients and their families during these most difficult times. This service, offered through Raymond James Trust (Canada), will give insight to guide and support the executor through the complexities of settling an estate.
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Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd.
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