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…
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…
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
Changes Coming to Ontario’s Probate Fees
Ontario has some of the highest probate fees in Canada. A small reduction was announced in this past year’s budget…
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…
