Estate Compliance

Our estate compliance services deliver professional results to meet all your obligations. 

Our estate compliance service team will help ensure that all the estate accounting, administrative, legal and logistical obligations are addressed.   

Our estate compliance services include

  • Preparing all required tax returns before and after death 
  • Preparing trust tax returns 
  • Preparing trust financial statements if required 
  • Obtaining Clearance Certificates from the CRA 
  • Financial and tax advising for Executors
  • Assisting with estate administration matters 
  • Acting as Executors / administrators
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