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

Advice for Handling Estate & Trust Accounting
We offer an administrative and accounting support service to free you from the complex and time-consuming task of being an…

What happens to the Family Pet?
Many of us consider our pets to be beloved family members. It is important to plan appropriately for our pets…

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…
Related Blog Posts
Appointing a non-resident as your executor? Here is what you need to know about administrative bonds.
Acting as an executor (estate trustee) can be a daunting and challenging task in the best of times. The requirement…
5 Steps to Make Things Easier for Your Executor
We’ve heard it said that acting as an executor is one of the hardest jobs that you never applied for….
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…