Settling an estate or managing a trust involves specialized tax filings and strict deadlines. We prepare the required returns and guide executors and trustees through their CRA obligations with care.
What’s included
- Final (terminal) T1 return preparation
- T3 trust returns for estates and family trusts
- Clearance certificate guidance
- Beneficiary slips (T3) preparation
- Executor and trustee filing checklists
- Coordination with legal and financial advisors
Who this is for
Executors, trustees, and families who need careful, respectful help meeting the tax obligations of an estate or trust.