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 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…
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…
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…
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