Canada
US
You are now leaving our website and entering a third-party website over which we have no control.
Legacy and Philanthropic Planning
Design a wealth strategy for today and the future
Planning, administering and settling trusts and estates are often complicated. That's why we offer comprehensive and customized solutions delivered by your local Relationship Manager and supported by an experienced team of trust and estate, financial planning, insurance and charitable giving professionals.
Taking legacy and philanthropic planning to the next level
You and your family have unique legacy and philanthropic goals and we’re here to help you work towards them by providing holistic and compassionate guidance.
People and expertise you can trust
Your dedicated team of professionals understands how to protect assets and comply with the many regulatory, tax and legal requirements for the prudent management of trusts and investments.
Your dedicated team of professionals can:
- Confirm if your goals are reflected in your will and/or trust during the planning process
- Ensure directions in your will and/or trust are carried out
- Settle estates in a timely and efficient manner
- Maintain contact with and act on behalf of beneficiaries
- Serve as trustee for trusts requiring complex administration
- Implement strategies to minimize estate taxes
- Plan for charitable dispositions
Planning for the expected and the unknown
-
Private Trusts
-
Trustee Services
-
Other Planning Services
Private Trusts
We can administer a variety of trusts, including:
- Revocable trusts
- Testamentary trusts
- Family/marital trusts
- Charitable trusts
- Qualified terminable interest property (QTIP) trusts
- Special needs trusts
- Delaware trusts
Trustee Services
As a trustee or co-trustee, TD Wealth Private Client Group provides planning, strategies, ongoing administration and/or investment management services for:
- Foundations and charitable trusts
We have extensive experience and will help you comply with IRS regulations - Revocable and irrevocable trusts
We administer these trusts and assist in the planning stages. We know about state-specific accounting requirements and comply with deadlines, formats and any requested supplemental forms
- Trusts for disabled beneficiaries
We are accomplished in the complex special needs trust area and adhere to federal and state administration guidelines
Other Planning Services
-
Charitable gift annuity (CGA) administration
For not-for-profit clients, we provide full administration and reporting for CGAs, including securities collection, investment management, projections for potential annuitants and tax reporting -
Real estate administration
We offer complete services for real estate that is distributed to trust and estate accounts, including tax payments, insurance coverage and the coordination of appraisals and maintenance -
Funeral home trust administration
In some states, we serve as trustee for funeral home trusts and fully adhere to state regulations
-
Estate settlement services
Save valuable time and money when it comes to complex estates with the advice you receive when naming TD Bank, N.A. as Executor, Co-executor or Agent for Executor (An “Executor” may also be called “Personal Representative” or “Administrator” depending on state and circumstance) -
Tangible personal property
Protect and preserve the value of your physical assets, including artwork, jewelry, antiques and other collections of tangible personal property, with help from our legacy and philanthropic planning experts
Related investing and financial information
Let's start the conversation
Our TD Wealth Advisors are available to provide you with advice to help you meet your financial goals.