One less thing for your family to worry about
We assist individuals, families, business owners and executors with the tax aspects of estate planning and administration. Our services are coordinated with legal and financial advisors when the matter requires a broader planning team.
OVERVIEW
Clarity for estate and succession matters
Estate and succession decisions can involve personal priorities, family relationships, business ownership, trusts, real estate and tax obligations. Early planning can help identify issues, organize information and clarify the steps that may be required.
We work with clients to estimate potential tax liabilities, consider available planning options and prepare the tax filings associated with an estate or trust. The appropriate approach depends on the assets, ownership structure, beneficiaries and applicable law.
For executors, we provide tax filing and compliance support throughout the administration process, including final returns, estate or trust returns and
CRA clearance certificate applications where required.
"Estate planning isn't about what happens to your money when you're gone — it's about giving your family clarity, confidence, and one less thing to worry about during the hardest time of their lives."
WHAT'S INCLUDED
Estate tax planning and administration services
Planning Ahead
Proactive estate planning that minimizes tax and maximizes what your family keeps
- Estate tax liability estimates and planning considerations
- Trust planning and administration support
- Asset transfer and beneficiary planning
- Document gathering and estate organization
- Coordination with legal and financial advisors
For Executors
Estate administration support when you need it most
- Final personal tax return preparation
- Estate tax return preparation
- Trust income tax returns
- CRA clearance certificate applications
- Tax guidance related to asset distributions
WHAT YOU GET
A clear process and careful attention to requirements
01
A clear process
We outline the information required, the tax filings involved and the expected sequence of work.
02
Support for executors
We assist with the tax and CRA aspects of estate administration so executors can understand their responsibilities and next steps.
03
Careful attention to filing obligations
We monitor relevant filing requirements and communicate with the executor or other advisors as information becomes available.
RELATED SERVICES
Other ways we help our clients
Corporate & Personal Tax
Comprehensive tax planning that goes beyond compliance. We structure your affairs to minimize exposure and maximize what you keep.
Learn more →Business Advisory
Strategic planning, acquisitions and sales, restructuring, and succession planning. We help you use your numbers to make better decisions.
Learn more →Business Start-Up
The right structure from day one. Incorporation, tax registration, bookkeeping setup, and ongoing advisory for new businesses.
Learn more →GET STARTED
Discuss an estate or succession matter
Contact us to discuss estate tax planning, trust filings, executor support or the tax requirements associated with an estate.