Resources

A GUIDE TO OUR SERVICES FOR LEGAL AND OTHER PROFESSIONAL SERVICE PROVIDERS

For more detailed information on Truvera, download the PDF files below:

A Guide to Our Services for Legal and other Professional Services – DOWNLOAD

OUR PROFESSIONAL PACKET

Download Truvera’s Professional Packet:

Truvera Professional Packet – DOWNLOAD

AN OVERVIEW OF OUR SERVICES

For more detailed information on Truvera’s services, download the PDF files below:

Overview – DOWNLOAD

WILLS & ESTATES

For more detailed information on Truvera’s Wills & Estates services, download the PDF files below:

Writing & Updating your Will – DOWNLOAD
What to Expect as an Estate Beneficiary – DOWNLOAD
Developing your Estate Plan – DOWNLOAD
Where to Get Help – CLICK here

POWER OF ATTORNEY

For more detailed information on Truvera’s Power of Attorney services, download the PDF files below:

Our Enduring Power of Attorney Services – DOWNLOAD

EXECUTOR SERVICES

For more detailed information on Truvera’s Executor services, download the PDF files below:

Our Executor Services – DOWNLOAD
Our Agent for Executor Services – DOWNLOAD

TRUSTEE SERVICES

For more detailed information on Truvera’s Trustee services, download the PDF files below:

Our Trustee Services – DOWNLOAD
Our Agent for Trustee Services – DOWNLOAD

We are a friendly competitor of Truvera Trust. They are lovely, classy, collegial, competent people, committed to their clients’ success.

Nicole L. Garton, B.A. LL.B, TEP Heritage Trust Corporation

We have dealt with Truvera Trust Corporation for many years. They are the appointed executor for many of our clients. They have experience and skills and make the effort to do a very professional job.

Richard Montgomery, Montgomery Miles Law Firm

I have had the opportunity to work with Ian Williamson and Truvera Trust since inception both as a CA, CPA in Public Practice and as the Executor of several Estates. In all circumstances, I have found Ian to be professional, practical and knowledgeable with high ethical standards. I would not hesitate to recommend Truvera should the occasion arise in the future and have done so in the past.

John McCormack, Retired Partner at MNP

Our firm has had the privilege of working with Rita and Truvera Trust for a number of years and our experiences have been excellent. We find them to be thorough and comprehensive on the information they supply us, furthermore they are well organized in their approach to completing Estate work (which can be quite challenging by nature). Their approach is proactive and collaborative, and has always been delivered in a professional, honest and pleasant manner. Rita has been extremely responsive to our needs for information so that we can play a role on their team as they assist those dealing with a season of loss. We are grateful to consider them a valued professional partner.

Robert Ohlmann CPA, CGA, CA, Ohlmann & Associates Chartered Professional Accountant