Your Estate Matters
Episode 26 - Why You Should Choose an Independent Trust Company for Your Estate Planning with Sarah McGrath
27 Mar 2025
In this episode of Your Estate Matters, Nicole and Greg, alongside guest Sarah McGrath from Heritage Trust, explore the benefits of professional executor and trustee services offered by independent trust companies. Sarah, with over 15 years of financial sector experience, explains the advantages of choosing a professional trust company over family members or friends. They discuss the types of trusts managed by Heritage Trust, the qualities of a good trustee, and the importance of fiduciary duties. The episode aims to help listeners make informed decisions about their estate planning needs.--Mentioned in this episode:Disability Planning - https://disability-planning.ca/Follow Heritage Trust:Instagram - https://www.instagram.com/heritagetrustbc/Website - https://heritagetrustcompany.ca/ Get the Essential Estate Planning Checklist for Canadians:https://www.estateclub.ca/estate-planning-checklist
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