Estate or Trust Administration

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

trust for children 

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…

Read More

executor estate trustee record keeping 

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…

Read More

estate planning grandchild trust 

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…

Read More

Related Blog Posts

stittsville wills estates lawyer

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…

Read More

wills lawyer stittsville

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…

Read More

ottawa kanata estate lawyer

I’ve heard of probate, but what does it actually mean?

Most of us know that every capable adult should have a Will. However, for obvious reasons, it is something that…

Read More

kanata estate planning lawyer

It’s Moving Week For Us….And an Executor’s To-Do List

Our big moving week here at Neff Lafreniere Estate Law has finally arrived. We couldn’t be more excited. Beginning May…

Read More

wills ottawa estate planning

EIR FAQs: The Basics

Filing an Estate Information Return has recently been added to an executor’s already long list of duties and responsibilities. The…

Read More

I’ve got probate……Now what?

What exactly is probate? ‘Getting probate’ is actually the process of legally establishing the validity of a Will.  In other…

Read More