Estate Planning and Custody Services
UBS publishes research reports on a variety of subjects of interest to wealth management clients. From our annual Outlook to topical subjects (Crisis: What it Taught Us – An Investment Framework for the Future" and other available documents), UBS global research capabilities are highly sought after by clients, experts and the media.
While it's never pleasant to think about, death is a
necessary part of life. That's why it's so important
to look after your loved ones with proper estate planning.
The will (or testament) is the most basic of estate
planning documents. The will outlines who you are, your
rights to property, a description of that property,
and who you would like to inherit it. In Canada, a will
can be created by anyone over the age of 18, with or
without aid from an attorney.
detailed estate planning in Canada may require the aid of an estate
planner. An estate planner will ensure that funds are
provided to the clients depends upon his or her death,
as well as ensure that the clients' personal assets are
conserved in order to be properly conferred on the heirs.
An estate planner establishes a will, may name power
of attorney, will establish trusts and in some cases,
will intermediate pre-death gifts.
In Canada, UBS is a leader in estate planning. Long
established internationally, UBS has recently set up
offices in Toronto, Montreal, Vancouver and Calgary.
UBS estate planners work with a small number of clients
to provide the attention required to properly plan the
custody of your estate. Further, their estate planners
are not paid commission, so you can be sure of no conflict
planning at UBS for more information.