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Support & Trustee Advisory Services

Support & Trustee Advisory Services

 

What STAS Has to Offer

Support and Trustee Advisory Services assists families by providing information and assistance to families about planning for the future - wills, trusts, and financial and estate planning.

Special Arrangements For Trust Funds

In the past, there have been several problems families face around trust funds - who to name as trustee; having enough money to qualify for a trust company's trustee services;  making sure the trustee stays in touch with the family member who has a disability.

To address these issues, STAS has entered into an arrangement with Royal Trust.  The arrangement means that families have access to trustee services for their sons and daughters at a reasonable cost.

  • Royal Trust acts as a Trustee.  It manages the trust funds.  To maximize financial returns, individual trust amounts are pooled for investment purposes.  Each individual fund, however, remains distinct.
  • Because many families will be involved, the minimum amount for an individual trust fund is $10,000 (instead of the far greater sums usually required).
  • Support and Trustee Advisory Services is named as the advisor to Royal Trust in all individual trusts.
  • Support and Trustee Advisory Services will be the liaison between the Royal Trust and the individual and his/her network of support.

Joining with us

Support and Trustee Services is a non-profit charitable organization.  Our Charitable No. is 1075720-11.  Donations are gratefully received and a charitable receipt will be issued.

Support and Trustee Advisory Services is governed by a volunteer Board of Directors.  We welcome the participation of families and other citizens on the board and in membership activities.  Membership in Support and Trustee Advisory Services is available by application.

Contacting Us

Mailing Address: Sue Taggart, Co-ordinator STAS
C/O Brampton Caledon Community Living
34 Church Street West
Brampton, Ontario L6X 1H3
905-453-8841 ext 548
suet@clmiss.ca


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