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BMO Banking - Estate Administration and Tax PlanningGreat for: Investing on the behalf of another individual, a business, or an association. Accounts offered:Trusts, estates, associations, corporations. Open a bank account for the estate. The bank may require probate prior to opening the account. Obtain a valuation as of the date of death of. Welcome to BMO InvestorLine. ACCOUNT DETAILS. A. BMO INVESTORLINE Corporate, Trust, Estate and Non-Personal Account Application. Order Execution Only Account.