These are our fees for assisting estate trustees with some of the most common (and stressful) filings and tasks. HST and EAT (estate administration tax) are in addition.
All quotes are estimates based on the information that you provide.
In addition to the items listed in the table, we can assist estate trustees with every aspect of administering an estate in Ontario: contact us to discuss your needs.
ESTATE INFO RETURNS
from $375
Preparation and filing of the Estate Information Return (the "EIR").
We take the stress out of Estate administration tax obligations.
CLEARANCE CERTIFICATES
from $375
Preparation and filing of the Clearance Certificate requests with Canada Revenue Agency.
Ensure that the estate is finalized by filling a complete and accurate request.
RELEASES
From $375
A release protects the trustee from law suits and confirms that the beneficiaries are satisfied and the estate can be finalized. We can draft, distribute, and collect signed releases.
BENEFICIARY HANDLING
from $500
Sometimes trustees need someone else to deal with one or more beneficiaries. Let us send and receive correspondence - reduce stress, and improve communication.