What to do with Beneficiary Disagreements

SimplyEstates

Reduce the risk of personal liability for unpaid income taxes and delays

We prepare and file
estate tax returns and CRA clearance for Ontario estates

The problem

Proper tax returns and clearance certificates are essential for every estate.   Estate trustees can be personally liable for unpaid income taxes.  

Most law firms do not handle tax returns. This forces the estate trustee to hire and coordinate a law and accounting firms, and to figure out who is doing what.  

Most estates suffer enormous delays, especially waiting for CRA clearance. This can cause great frustration and stress for trustees and beneficiaries.

The solution

We provide both legal and tax services so that your estate is settled properly, as quickly as possible.   

The result for you: peace of mind, reduced stress and frustation.

Happy executor, happy beneficiaries!

Learn more about executor liability and how to avoid risk

Get our to-do list for estate trustees for income taxes - what you need to consider, what needs to be filed, when

Distributions to beneficiaries can create personal liabiltiy for executors. Learn why, and how to do distributions properly.

The last return for the deceased is unlike income tax returns for all previous years.  Learn why it takes specialized expertise to file a terminal return properly

Learn the ins and outs of CRA clearance certificates. Why they are required, how to get one as quickly as possible.

Get help with estate taxes now.
Book a quick call, or a consultation with an tax expert.

Ontario estates solved.

Serving all of Ontario

GTA, Ottawa, all of Ontario

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