Estate settlement and adminstration information
What should the estate trustee do? …
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Estate trustee checklist
Basic duties of the trustee
Act, refuse, step back?
Role and duties of the trustee
Releases from beneficiares
Interim distributions
Accounting for the estate
Court approval of accounts
Calculate and pay fair compensation
Estate administration tax
Estate Information Return
Determine a fair holdback
Income Taxes
Deal with income tax on executor compensation
Prepare and file tax returns for the deceased and the estate
Obtain a clearance certificate from CRA
