Sophisticated wealth management

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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