Skip to main content

Trust & Estate Services

When your legacy is on the line, you want the care and attention of a qualified fiduciary. At City National, a dedicated Trust Advisor will personally implement and oversee a strategic plan based on your wishes.

Protect your assets. Preserve your legacy.

How will your assets be distributed? How will taxes impact the wealth you have accumulated? How will your loved ones remember you? We'll help you create a customized plan for preserving and transferring your wealth and sustaining your legacy for generations to come.

A personal commitment to your vision.

As a client, you will be assigned a Trust Advisor who is dedicated to you and your special circumstances. We attach great importance to understanding your family dynamics and the unique details of your overall wealth situation.

An open architecture trust platform.

We'll collaborate with your investment, wealth, legal and accounting advisors. Our national charter allows us to serve as a fiduciary in every state, offering specialized teams, including customized real estate management, special needs trusts and estate settlement.

Nothing's more important than safety and security.

Backed by Royal Bank of Canada, we have a long track record of financial stability. What's more, with City National as your fiduciary, assets in your trust or estate account are completely segregated, adding an additional layer of security.


Trust & Estate Services


Trust & Estate Administration

We can serve in a variety of appointments to administer irrevocable and revocable trusts, and provide estate settlement and probate services. 

 

Philanthropic Services

We can help you structure a charitable plan that enhances your ability to give; offers favorable tax treatment; minimizes capital gains, gift and estate taxes; and increases after-tax cash flow.

Custody Reporting Services

We will safeguard your assets and provide routine reports on your positions and activity, providing full transparency into the health of your accounts.

 

Tax Return Preparation

As trustee, executor or administrator, we will facilitate the preparation and filing of the necessary income and estate tax returns.1

 

Trust Asset Management

We manage assets internally and externally within a trust including marketable securities, real estate, limited partnerships and limited liability companies. 

 


Ready to speak with a Trust Advisor?


Why City National Bank

Our unique open architecture trust platform allows us to specialize in areas others can't or won't.

Delaware, Nevada & Tennessee Situs for Trusts

Trust law varies by state. City National offers the tax benefits and flexibility of some of the most proactive trust jurisdictions in the country.

 

National Charter Covering All States

Our national charter allows us to serve as a fiduciary in every state, offering specialized teams in several areas, including customized real estate management, special needs trusts and estate settlement.

A Fiduciary Team Dedicated to Real Estate Management

Our trust real estate professionals average 20 years of industry experience and are all designated Certified Property Managers (CPM®).

Expertise in Managing Special Needs Trusts

City National is one of few institutions that will work with you to find, purchase and oversee the maintenance of a residence suited to the special needs of your loved one.

 



Insights

Estate Planning for Married Couples: 5 Key Topics to Discuss with Your Spouse

With some open conversations and a little give-and-take, many of the pitfalls of the estate planning process are avoidable by ensuring that you and your spouse are aware of, as well as aligned on, these five main components of a will.

Purposeful Planning vs. Estate Planning: What's the Difference?

Learn how to approach estate planning and wealth management with this family-oriented perspective.

 

 

 

Estate Planning Basics: 6 Financials Couples Need to Share

Many couples share financial information sparingly — both intentionally and unintentionally — but death, disability or divorce could make a lack of joint financial management destructive to your spouses' financial health.



Let's get started.


Send us your information and a member of our Trust & Estate team will contact you to get started.


*Required information


We’re Sorry there was an error ! Please try again.

Thanks For Getting In Touch!

A Relationship Manager will be reaching out to you shortly. In the meantime, check out our latest news and insights.


Retire when you want, how you want.

We'll leverage a disciplined planning process, modern digital planning tools and bankwide expertise to create the retirement you envision.

1. City National, as a matter of policy, does not give tax, accounting, regulatory, or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.