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.
Related Resources
What happens to the Family Pet?
Many of us consider our pets to be beloved family members. It is important to plan appropriately for our pets…
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…
Should I name my Estate as a Beneficiary?
It often makes good financial sense for spouses to name each other as the beneficiaries of their Registered Retirement Savings…
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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…
Scattering of Ashes
My mother passed away. I would prefer her remains to be cremated but my brother wants a traditional burial. Who…
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…
I’m executor of my brother’s estate….how do I deal with all of his digital assets?
Unfortunately for executors, there is not much guidance to be gleaned from the law when it comes to dealing with…
Elder Abuse: Where to go for Help
Generally speaking, elder abuse is any act that harms or threatens to harm someone who is 65 or older. Elder…
I’ve heard of probate, but what does it actually mean?
Most of us know that every capable adult should have a Will. However, for obvious reasons, it is something that…
