Legacy Private Trust

Legacy Private Trust LPT specializes in the management of trusts, estates, powers of attorney, guardianships, and more

At Legacy Private Trust we specialize in Trusts, Estates, Agencies, Guardianships, Foundations and Tax & Accounting Services. Our goal is to turn your dreams and aspirations into a lasting legacy. As a trust company, we are able to act for you in a variety of capacities by appointing as Trustee, Estate Trustee, Agent, Guardian or Custodian.

08/30/2026

Today is National Grief Awareness Day.

If you're not sure what to say to someone who is grieving, you're not alone. Most of us struggle to find the right words.

Sometimes the most meaningful support isn't about having the perfect response. It's simply being there. Listen without trying to fix the pain. Let them share memories when they're ready. Remember that grief has no timeline.

And if you're grieving today, give yourself grace. However you're feeling is valid. Grief doesn't follow a schedule, and healing isn't measured by how quickly you move forward.

If you're supporting someone through a loss, or navigating one yourself, we're here to help in whatever way we can.

Not every family knows what they need from a preneed conversation. That's exactly why the conversation matters so much. ...
08/25/2026

Not every family knows what they need from a preneed conversation.

That's exactly why the conversation matters so much. The strongest funeral professionals lead with questions, not answers, giving each family room to name what matters most before any options are presented.

We put together a short guide on what that looks like in practice.

Want to talk through what this could look like for your team? We're always happy to talk

People sometimes ask what makes a trust company different from a bank or a law firm. It’s not just the services we offer...
08/20/2026

People sometimes ask what makes a trust company different from a bank or a law firm. It’s not just the services we offer, it’s much more.

For us, it comes down to three things we've held onto for 25 years: superior service, real flexibility, and true continuity.

Superior service means having the time to truly know our clients. Flexibility means every plan is tailored to your family, not built from a template. Continuity means being there not just today, but for the generations that follow.

They're simple principles, but they're the foundation of everything we do.

08/18/2026

If something happened to you tomorrow, would your family know where to find your will, powers of attorney, banking and insurance information?

One of the biggest gaps we see isn't a lack of planning. It's a lack of organization. The documents exist, but no one knows where to find them.

A simple solution? Keep your important documents in one secure place and make sure your loved ones know where that is.
It's a small step today that can make a difficult time much easier tomorrow.

Need help getting organized? We're here to help.

08/13/2026

This week, Andrea explores a question we’re hearing more often: Can AI act as your executor?
With technology evolving quickly, it’s important to understand what Canadian law actually allows and where human judgment, fiduciary duty, and accountability still matter most.
Watch the full video to learn why, even in a digital world, estate administration still depends on human oversight.

As a trust company, Legacy Private Trust is federally regulated by OSFI, the Office of the Superintendent of Financial I...
08/10/2026

As a trust company, Legacy Private Trust is federally regulated by OSFI, the Office of the Superintendent of Financial Institutions. That oversight isn't just a line on our website. It means independent supervision, capital requirements, and fiduciary accountability built into how we operate every day.

At the same time, we keep our client ratio deliberately low. That's what makes it possible to offer service that's genuinely personal; the same people you work with today are the ones you'll work with for years to come.

Privacy and protection aren't a trade-off here. They work together.

If your family has a cottage, cabin, or lake property, this is worth knowing.Cottage season is the perfect time to talk ...
08/06/2026

If your family has a cottage, cabin, or lake property, this is worth knowing.

Cottage season is the perfect time to talk about a tax rule many Canadian families don't see coming.

When someone dies, the CRA generally treats capital property, including a cottage, as though it was sold at its fair market value immediately before death. This is called a deemed disposition, and if your property has appreciated over the years, it could result in a significant capital gains tax bill for your estate.

A trust can be part of the plan that keeps the in the family without a tax surprise landing on your executor's desk.

Want to talk through your options? We're here.

Not all trustees are the same. For a cemetery trust fund, that distinction matters more than most. Here's what a qualifi...
07/28/2026

Not all trustees are the same. For a cemetery trust fund, that distinction matters more than most.

Here's what a qualified trustee actually brings to the table:
✅ Federally regulated under OSFI, the same oversight applied to Canada's major banks
✅Investment governance built for long-term growth and consistent maintenance income
✅ Full compliance with provincial bereavement authority requirements
✅Fiduciary accountability: not just a place to park funds
✅ An institution built to honour a forever obligation

A bank product can hold the money.
We administer the obligation.
If you manage a cemetery trust fund, we'd welcome the opportunity to review how it's currently administered. Message us to start the conversation. 👇

We put together a list of four films that do a surprisingly good job of explaining why estate planning matters, trusts, ...
07/22/2026

We put together a list of four films that do a surprisingly good job of explaining why estate planning matters, trusts, succession, powers of attorney, legacy, through stories that actually stick.

Sometimes the easiest way to start the conversation is to watch someone else navigate it first.

Which one would you add to the list?🎬🍿

Charitable giving is changing in Canada and advisors are taking notice.More families are asking about structured giving ...
07/13/2026

Charitable giving is changing in Canada and advisors are taking notice.

More families are asking about structured giving vehicles that outlast a single donation. Donor-advised funds, charitable trusts, and private foundations are part of that conversation.

Here's what's trending, and what it means for the families you serve.

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Toronto, ON
M5R2S2

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5am
Friday 9am - 5pm

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