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Wealth Management
 

Contact Information
 
Email
jonathan.allison@rbc.com
 

Branch Management

JONATHAN ALLISON
Vice-President, Branch Manager, Investment Advisor

Windsor

    


 
 
Our Settling an Estate publication is an easy-to-follow reference designed to help guide families through the complicated estate-settlement process. It covers everything from funeral arrangements to organizing estate assets in a tax-efficient manner.
 
Other topics include:

Finding, probating and distributing the Will

Assembling, organizing, distributing, or investing the estate assets

Settling posthumous debts and taxes

Handling business or partnership arrangements


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