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
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…
Testamentary Trusts – Acting as a Trustee
Definition of a Trust One person or persons (trustee) holding something, such as investments, bank accounts or other property, for…
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…
Related Blog Posts
Appointing a non-resident as your executor? Here is what you need to know about administrative bonds.
Acting as an executor (estate trustee) can be a daunting and challenging task in the best of times. The requirement…
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…
