Recent Updates

Trust Company Provisions

released on 
December 15, 2020

We are all too familiar with the situation where you get instructions that your client is appointing one of the trust companies as executor.  It used to be such a pain to replace your standard administrative provisions with the company’s required clauses.     

Now, with e-State Planner, it’s all automatic!   

If your client decides to appoint TD, Bank of Montreal, Scotia Trust, CIBC or Royal Trust, have no fear, e-State will insert that company’s specific clauses into your Single or Multiple Will.  

In the Appointments Tab, select one of the trust companies as the Appointee and e-State will populate the Will with the clauses automatically.

Pain, no more!