Trust
Estate Administration and Trust Management
Our Estate Administration and Trust Management services are designed to take care of the complex and time-consuming responsibilities of acting as an executor and/or trustee. The professionals at MBA Services have the expertise required to ensure that the wishes expressed in your Will and trusts are carried out with sensitivity, professionalism and objectivity.
You may wish to consider appointing MBA Services if you have:
- Complex family circumstances
- A private company/family business
- Significant real estate holding or assets out of the province or country
- A charitable foundation or trust to be established or administered
- A stock portfolio to liquidate
- Beneficiaries resident outside Canada
- Beneficiaries with special needs
- Minor children as beneficiaries
- Trusts to be managed
Trusts are a flexible and effective estate planning tool and can be used to facilitate a number of estate planning and wealth management goals. A trust – established in a Will or document known as a deed- enables you to transfer the benefit of assets to an individual or charitable organization while establishing a degree of control over how the transferred assets are used. By appointing MBA Services as trustee, you gain access to specialists in key areas integral to successful trust management. You can be sure the terms of the trust will be carried out and that all legal and regulatory requirements will be met.
We focus on building partnerships with our clients. MBA Services provides service in Toronto, the GTA, York, North York, Etobicoke, Rexdale, Mississauga, Brampton, Oakville, Halton, Halton Hills and Bolton areas.
Call 905-499-3766
For great service and no hidden fees.