Estate or Trust Administration
A simple estate or trust may be administered by the Executor or Trustee without legal assistance. For more complex estates or trusts or if an Executor or Trustee is too busy to administer a simple estate or trust, we provide estate and trust administration services and advice, as little or as much as is needed. We explain which income tax and trust returns need to be filed and advise the Executor of the filing deadlines. We can arrange for estate and trust income tax returns to be completed and filed.
Related Resources
Should I Have Two Wills?
You may be surprised to learn that the answer for many of our clients is ‘yes’. Having two Wills can…
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…
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…
Related Blog Posts
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…
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…
