INDEPENDENT FIDUCIARY PRACTITIONERS

PROTECTING YOUR WEALTH HOME WEALTH FAMILY WEALTH LOVED ONES

"...a ‘big’ thank you to both of you for the most professional, efficient and pleasant services rendered by CATC in the process of wrapping up my father’s estate – such rare commodities these days! With much appreciation, ..."

"...thank both of you for all your kind and professional assistance, guidance and service delivery during the past 6 months. You made it so much more than “slightly easier” for us. Reflecting on the process now, it dawned on me how, when we started, one heard so many stories about….”ready yourself for a two year long painful experience”, it was not so for us. Thank you for doing whatever it took at times, to promote and expedite the process.. and most of all, for your kindness."

"...wish to thank you for the most important role you played in bringing about this payment. I thank you too, for your compassionate... I do appreciate all you did for me during the very difficult, stressful months... Your support, kindness and advice were the positive aspects during that period. I thank you too for your continued interest, support and administration of the Family Trust."

"Thank you, and thank you for your excellent assistance in this matter. We will be referring all our estates to you."

"Thank you very much. I still can’t quite believe the speed with which this has all happened. Well done to you and the team at CA Trust"

"Thank you for the copy of my will and living will. I have deep appreciation for the professional and sensitive way you dealt with this important matter. It was a pleasure to meet you."

Thank you to you and Kevin and everyone at CA Trust who has made this experience as easy as it could be for Jennifer. She has really been so impressed at the incredible service and kindness she has received from you all. It really has made such a huge difference to her at a very sad time."

...somehow you make every ‘estate’ seem like it is the most important one (and the only one) you are dealing with. I can truly appreciate your expertise, your friendliness, your incredible knowledge and willingness to help. You always kept us up to date with the happenings of the estate – a fact we really appreciated. Thank you for making this usually painful experience, an easy and incredibly quick process.

"We really appreciate everything you and your team have done this past year for us. There is no way we would have managed without your help and guidance through a really difficult time."

"Just a word of thanks for the efficient and professional manner in which CA Trust and personnel managed and finalized the estate of my dad. Thank you for allocating Nikki to do the groundwork. She was very efficient and kind and did not leave a stone unturned in her efforts to investigate all aspects and bring this matter to a successful conclusion."

"As I have reflected on last year I have realized what a God given gift you were to me. Your regular reassurances and concern that I not "worry about anything" left me feeling secure, and dare I say, really cared for... Your patience and clear thinking to all my queries was such a blessing and I will always be grateful"

"This is then a ‘final’ thank you and a heartfelt one at that... the interaction with and performance of CATC have been simply exceptional."

"On behalf of my Mom and our family, I would like to thank you and all involved at CA Trust for the prompt and efficient wind up of my Dad’s estate. One of life’s most sorrowful times was handled in such a compassionate and professional manner and we do appreciate this."

"Regarding your wills, I can strongly recommend CA Trust in PE... They are wonderful to work with... Over and above the fact that they are good people, what I like is that their office is made up of attorneys and sharp accountants so you get the full estate planning package."