Legacy — Dominion Trust Capital

A hand passing keys to a child's palm beside a child's drawing

Our approach

Intentions are easy. Paperwork is what counts.

Most legacy problems are not really about money. They are a will that is out of date, a beneficiary named years ago and never revisited, or a family that has never been told what to expect. We help you find these while they are still easy to fix.

We are not lawyers and we do not draft legal documents. Our job is to make sure the legal work done by your lawyer and the investments we manage point in the same direction.

What we do

Four pieces, one picture.

One

Beneficiary and ownership review

Some accounts can pass by nomination rather than through your will. We review who is named on what, and whether it still reflects your wishes.

Two

Working with your lawyer

We coordinate your investments with your will, powers of attorney, and any trusts, so the plan and the paperwork agree with each other.

Three

Trusts, where they fit

Where a trust is appropriate, we work with the trustees on the investments and report in language that lay trustees can follow.

Four

The family conversation

Preparing the next generation — what to expect, who to call, and how the accounts work — before it is urgent rather than after.

This page is general information about how we work. It is not legal or tax advice. Wills, trusts, and estate documents should be prepared by a qualified lawyer.