Services

Estates & Trusts

Whether it's your own family's trust or an estate you've been asked to settle, the filings shouldn't be the hard part. We handle the returns, the deadlines, and the CRA — so you can get on with the rest.

Families

Compliance and coordination for estates, trusts, and the people responsible for them — handled with the care these files deserve.

What's included

  • T3 trust returns, including the expanded trust reporting rules
  • Terminal (final) T1 returns and optional rights-or-things returns
  • Estate T3 filings through the administration period
  • Clearance certificate applications before distribution
  • Bare trust and family trust filing assessments
  • Guidance for executors and trustees on their tax obligations
  • Coordination with your lawyer on estate and will planning
Who we serve Your industry, specifically See exactly what we do for businesses like yours — from construction to clinics. Resources Client guides & key dates Plain-language guides, filing deadlines, and answers to common questions.

Need this handled?

A first conversation costs nothing — tell us where things stand and we'll map out the rest.

Book a consultation