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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All about Henson Trusts

Definition of a Trust A trust is a legal relationship where the trustee (one or more persons or a trust…

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Foreign Executors, Trustees, and Attorneys

Executors and Trustees who do not reside in Canada If a person acting as an executor (also referred to as…

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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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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…

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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…

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