Planning a Trust with True North Trust Company

In the hustle and bustle of today’s world, it is easy to take for granted the fact that tomorrow is not a guarantee but a blessing. While most people, unfortunately, feel they are truly prepared for what may come tomorrow, all too often the reality is that the legacy we have created may not be truly prepared for when we are gone. At True North Trust Company, we are here to help put your mind at ease in knowing that what you leave behind will make your legacy even greater.

  • - Provides you the ability to maintain control over decisions made about your legacy after your passing.

    - Awareness of where and how your assets will be managed after your death.

    - Strategically organizing your assets for charities and organizations of your choosing.

    - Ensuring your assets are privately maintained and that they avoid any possibility of a strenuous legal probate ordeal.

  • Trusts allow you to protect your wealth today and grow your legacy for the future. A trust can be viewed as a legal relationship in which one party (the Grantor) grants the second party (the Trustee) the right to hold and ‘entrust’ the assets and property of the first party for the purpose of later passing it on to a third party (the beneficiary).

    In the hustle and bustle of today’s world it is easy to take for granted the fact that tomorrow is not a guarantee but a blessing. While most people unfortunately feel they are truly prepared for what may come tomorrow, all too often the reality is that the legacy we have created may not be truly prepared for when we are gone. At True North Trust Company we are here to help put your mind at ease in knowing that what you leave behind will make your legacy even greater.

    Avoid the stress of not knowing whether or not your legacy will live on by meeting with a True North Trust Company associate today. At the very least we can provide you with the expertise necessary to create a strategy for your estate moving forward so you can avoid worrying about what you leave behind and continue to make yearly adjustments as you see fit.

  • Book a consultation with us today to determine what services are right for you.

Estate Planning

Are you confident that the legacy you have built will be properly managed and disposed once you are gone? True North Trust will aid you in the management and planning of your trust and estate, allowing you the peace of mind to know the legacy you leave behind can be as great as the one you have built.

    • Drafting your will and naming a party to be responsible for carrying out your wishes

    • Determining who will look after your children if you die while they are under the age of majority

    • Distributing assets throughout the course of your life

    • Planning and strategizing your assets so that you will pay only the minimum taxes necessary

    • Managing insurance to cover costs, provide for your survivors and pass on assets

    • Organizing the party who will handle your affairs if you become unable to manage them yourself, and giving them directions.

  • In years past estate planning was presented as something needed by only the wealthy elite. In today’s day and age, this is no longer the case. Estate plans can be viewed as a more robust Will & Testament, they allow individuals to ensure that their loved ones and assets are left behind for those who need them most. This can include your financial legacy and wealth including avoiding a lengthy legal probate process for your family, your business and the plans you have for it after your passing, as well as more important details like the naming of the guardian of your children.

    At True North Trust, we will walk you through every step of planning and strategizing your estate plan so that all that’s left for you to do for the future is make any necessary yearly adjustments. Don’t let the myth that estate planning is only for elites be the reason you are unprepared for the future. Book a consultation with an expert at True North Trust today.

  • Book a consultation with us today to determine what services are right for you.