Help centre
Where should I start if I want to transfer my assets?
Make an appointment with an expert at National Bank Trust. Our team can help you make decisions so you can rest easy.
To prepare for your meeting, take inventory of your assets. Print out our PDF document (Quebec version or outside Quebec), to start listing your assets (what you have) and your liabilities (what you owe).
Next, think about what you want. With who do you want to share your wealth? Who will take care of you and your assets in case of incapacity?
Learn more about our trust and estate services.
Related questions
-
How do I plan my estate? First, get in touch with a Financial Planner, who will help you plan -
I'd like to prepare for retirement. Where do I start? Learn what you can do to plan for retirement. -
I've been designated as an executor/liquidator. What should I do? What I need to do as an executor/liquidator. -
What do I do if I come into an inheritance? Learn what to do if you receive an inheritance. -
What happens to my RRSP when I retire? Learn what happens to my RRSP funds upon retirement.
Chat with our virtual assistant
Ask a question for immediate answers to your questions, available 24/7