Private trustee account review - $100,001 to $250,000 | Public Guardian and Trustee of British Columbia

Sometimes, private trustees are required to report to the Public Guardian and Trustee (PGT) about their management of funds they hold in trust for children and youth (under the age of 19). The trust document that names you as trustee will state if you are required to report to the PGT and how often you are required to report to the PGT.

Please read Private trustee account submissions for people under 19 before proceeding with this legal submission.

Information you provide is for the purpose of providing comment or consent on a legal submission. Information is collected under the Freedom of Information and Protection of Privacy Act (FOIPPA) and other applicable legislation. If you have any questions about the collection, use or disclosure of information, contact the PGT’s Information and Privacy Officer, at 604-660-4444 or mail@trustee.bc.ca.

Legal review application form

Referring party information

Organization name

For example: name of legal firm

Applicant first name

Applicant last name

Contact phone number

Contact email address

Contact street address

City

Province/State

Postal code/ZIP code

Country

Subject of Legal Submission 1

Subject's first name

Subject's last name

Subject's date of birth

Street address

City

Province/State

Postal code/ZIP code

Country

Deceased person information, if applicable

Is there a deceased party involved in this submission?

Yes

Deceased first name

Deceased last name

Date of death

Street address

City

Province/State

Postal code/ZIP code

Country

Finalize & pay

Additional notes

e.g Reason for serving the PGT, supplemental information, etc.

Document upload

Required documents:

Cover Letter
Statement of Accounts

Document file types can be any and only these formats: .pdf, .doc, .docx, .xls, .xlsx, .rtf, .txt, .jpg, .jpeg, .tiff, .tif, .csv, or .png.

Each file must be under 25 MB, and the form has a 150 MB limit for all attachments.

Please do not password-protect files, as this will prevent the PGT's system from scanning for viruses. Files that cannot be checked for viruses will be securely deleted.

Please be advised: You will receive a system-generated email confirming receipt of these documents however, personal service of these documents has not been accepted by the PGT unless and until a member of the PGT Legal Services team confirms service in writing.

Mandatory Fields

Download a copy of your submission for your records before you submit. You will not be able to save a copy of the form after you submit it.

Mandatory Fields