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
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…
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…
Advice for Handling Estate & Trust Accounting
We offer an administrative and accounting support service to free you from the complex and time-consuming task of being an…
Related Blog Posts
5 Steps to Make Things Easier for Your Executor
We’ve heard it said that acting as an executor is one of the hardest jobs that you never applied for….
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…
Please join us! Whether you have been appointed as an executor or are doing your estate planning, this informative session is for you!
Executor Compensation FAQs
Executors (now called estate trustees) often have many questions about their compensation. These are a few of the most common…
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…
