Oak Trust

Experienced proven advisors

Estate Settlement Services

Personal, expert assistance with estate settlement

Acting as executor is a weighty responsibility in both financial and ethical terms. We bring a unique combination of personal support and expertise to all aspects of planning and settling an estate, including:

We have extensive experience acting as executor, financial power of attorney or assisting a named executor. Our Trust Officers always carry out their duties with a human touch yet quickly and effectively, maximizing value while minimizing exposure to taxes.

By the way, Oak Trust is not just of interest to families with substantial assets or complicated estate plans. Even when things appear straightforward, there are many ways we can provide peace of mind and financial benefit.

Experienced, proven advisors

Once you decide on goals, our Trust Officers work with your other advisors to determine the most effective ways to achieve your wishes. The terms of your Will determine how your estate will be distributed as well as how much latitude your executor will have to deal with unforeseen circumstances. Experience is your biggest asset when facing the unexpected.

Our Trust Officers have the experience to accept this heavy responsibility. Should an unusually complex issue arise, they have quick access to the broad experience of our Board of Directors.

Trust your wishes to a team that fully understands the weight of their duties and has the proven ability to carry them out.

Customized Estate Settlement Services

Oak Trust's value is not based on prepackaged plans. We provide fully customized solutions at fees commensurate with the magnitude and complexity of each case and can assist in all aspects of planning and settling an estate, including:

Always on your side

We are an independent, federally chartered trust company focused on traditional trust services. We do not take deposits, lend money or engage in the cross-selling of financial products and will not accept any third party fee, benefit or commission for placing business or dealing on behalf of a client.

We are unrelenting in our commitment to provide independent, objective, customized assistance to the individuals and families we serve and open in all dealings with clients and their trusted advisors. In all our duties, we will not allow our interests to conflict with those of our clients.

We are serious about our commitments and have documented them in a Client Bill of Rights that we invite you to review.

We welcome the opportunity to discuss in detail and strict confidence the role Oak Trust could take in a specific estate.

367 Queens Avenue
London, Ontario N6B 1X5

Tel: 519-433-6629
Fax: 519-433-6652
Toll-Free: 1-866-973-6631

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