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Private Trust

Tools and Guides


Estate Planning Assistance

Estate Planning – Executor Selection Tool

This questionnaire will help you determine what assistance you may require to meet your estate planning needs.

Will and Estate Planning Guide
Will and Estate Planning Guide
A helpful guide that outlines the key considerations for transitioning your wealth and planning your Will.

Download a copy now.





Executor Assistance

Estate Complexity – Executor's Tool

This questionnaire will help you determine what assistance you may require to assist you in your role as Executor.

Executor and Trustee Services Guide
Executor and Trustee Services Guide
An easy-to-follow guide for beneficiaries, executors and family members. This booklet provides a practical overview of the things that need to be done and issues that need to be addressed.

Download a copy now.



Get Acrobat Reader

To view these guides, available in PDF format, you may need to download the free Adobe Acrobat Reader software. If you would like to request a hard copy of these publications, please contact your nearest TD Waterhouse Private Trust branch.



Glossary of Private Trust Terms

Our Estate and Trust Specialists would be happy to answer any questions you may have. If you would like to learn more about our services or arrange a meeting with one of our Specialists, please contact the TD Waterhouse Private Trust branch nearest you by consulting our Private Trust Branch Directory.