Estate Accounting

Estate Accounting

An administrative and accounting support to free you from the complex and time-consuming tasks of being an Executor or Trustee, while ensuring that estate accounting rules are followed and that you are paid for the work that you do.

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Becoming the Estate Trustee when there is no Will

Issues surrounding Probate and the Estate Trustees’ Tasks The Court-issued ‘Certificate of Appointment of Estate Trustee’ (commonly called ‘Probate’) allows…

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Young Beneficiaries – Information for Parents and Estate Trustees

Did you know that a child under the age of 18, referred to legally as a minor, is actually not…

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General Tax information for Estate Trustees

An estate trustee (commonly referred to as an ‘executor’) is responsible for filing income tax returns of the deceased including…

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Judges and Masters’ Thoughts on Estate and Family Law

Persona Law Group has always been, and will always be, about the quality of our work and the personal approach…

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Please join us! Whether you have been appointed as an executor or are doing your estate planning, this informative session is for you!

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Executor Compensation FAQs

Executors (now called estate trustees) often have many questions about their compensation. These are a few of the most common…

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Acting as an Executor? What You Need To Know About the Estate Information Return

I’m an executor and have been told that I need to file an Estate Information Return. What is that? An…

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Scattering of Ashes

My mother passed away. I would prefer her remains to be cremated but my brother wants a traditional burial. Who…

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RRSP Rollover to RDSP…Can it be done?

Yes, it is possible for a deceased’s RRSP to rollover to a beneficiary’s RDSP. Let’s start by looking at the…

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