Heritage Trust

Heritage Trust Heritage Trust Company Inc. offers executor, trustee, power of attorney, escrow and family office services to clients in BC.

The Canadian Estate Club, a division of Heritage Trust, offers workshops and courses on estate topics for Canadians.

Estate planning doesn't have to be a big, expensive, overwhelming project.Michael Scott said it best on Episode 64 of Yo...
06/14/2026

Estate planning doesn't have to be a big, expensive, overwhelming project.

Michael Scott said it best on Episode 64 of Your Estate Matters: keep it simple, get the right people in your corner, and just get it done.

If you've been putting it off, this is your sign. Follow for more practical estate planning tips.

06/12/2026

What does a Wills, Estates and Trusts lawyer think about probate fee avoidance?

We sat down with Michael Scott from Clark Wilson LLP to break down the two-will strategy, when it makes sense, and when it doesn't.

Catch the full episode of Your Estate Matters wherever you listen to podcasts.

Follow for more Canadian estate planning tips.

Running a business takes everything you've got. But what happens to it if you're suddenly not there?In episode 65 of You...
06/11/2026

Running a business takes everything you've got. But what happens to it if you're suddenly not there?

In episode 65 of Your Estate Matters, Nicole and estate lawyer Michael Scott break down what Canadian business owners actually need to know about estate planning, and why it's simpler than most people think.

Listen wherever you get your podcasts, and follow for more estate planning tips.

06/11/2026

Remember when a first job and a bit of savings was enough to get started in life?

Things look a little different for young Canadians today. Madison Mailey joined us in Episode 31 of Your Estate Matters to have an honest conversation about the financial pressures facing the next generation.

If you have kids or grandkids navigating this, you'll want to tune in.

Follow for more Canadian estate planning tips.

06/08/2026

A little Sunday reminder:
Estate planning isn't just planning for death. It's taking care of the people you love after you're gone.

You don't have to do it all at once. Start with one small section of your estate binder.

Follow us for simple tips to help you get started.

06/05/2026

Throwback to this wonderful conversation with exploring trauma and family dynamics. Link in bio to listen!

06/05/2026

Your executor knows where to find your will. But what about your email, your photos, your online accounts, or your crypto?

Nicole Garton breaks digital assets into 3 buckets every Canadian needs to know about:

1. Personal digital assets (email, photos, social media)
2. Financial and commercial assets (online banking, domain names, loyalty points)
3. High-risk, access-dependent assets (cryptocurrency)

That third bucket is where estates get stuck. With crypto, the problem isn't ownership. It's access. No wallet info, no recovery method, no way in.

Follow for more Canadian estate planning tips.

06/04/2026

A direct inheritance can actually put a disabled beneficiary's entire support network at risk.

If your loved one receives PWD benefits in BC, there's a better way to plan.

Check out our YouTube channel (https://www.youtube.com/) and follow us here for estate planning tips made for Canadians.

06/03/2026

Separated but not divorced when someone dies. What happens to the estate?

It's more complicated than most people think. Under the Family Law Act, a separated spouse may still have property division entitlements against the estate. And it works the other way too. An executor can potentially make claims against a surviving spouse.

Add bankruptcy into the mix and it gets even more layered.

John Sandrelli breaks it all down in this week's episode of Your Estate Matters.

Follow for more Canadian estate planning tips.

Address

220 – 545 Clyde Avenue
West Vancouver, BC
V7T1C5

Opening Hours

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

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