On our resource centre you will find useful tools to help with Executor support, Trustee Support and Power of Attorney responsibilities in addition to articles penned by members of our team. You will also discover our new Solus Trust video.
- Solus Trust Brochure
- Solus Trust Overview
- Executor Checklist
- Appointing an Executor
- Executor Support
- Executor Support – Advisor & Client Resource
- Trustee Support Checklist
- Power of Attorney Checklist
- Simplify Service
- Terminology: Estate and Trust Services
- Executor Duties and Liability
- Estate Planning for Blended Families
- Estate Planning for Beneficiaries with Disabilities
Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt