BUSINESS CAPABILITY - Estate Planning Services
| Description | EN: Provides services related to estate planning. This capability includes assisting clients in structuring their estates, minimizing tax implications, and ensuring the smooth transfer of assets to heirs or beneficiaries in accordance with clients' wishes and legal considerations. FR: Offre des services liés à la planification successorale. Cette capacité comprend l'assistance aux clients dans la structuration de leur patrimoine, la minimisation des implications fiscales et la garantie du transfert harmonieux des actifs aux héritiers ou bénéficiaires conformément aux souhaits des clients et aux considérations juridiques. |
|---|---|
| Name (FR) | Services de planification successorale |
| Classifying categories | 
Wealth Management |
| Parent Maps | 
Wealth Management Services (from: 
Retail & Consumer Banking) |
| Packaging Library |
Retail & Consumer Banking |