Services›Personal Services›Post Mortem Planning & Filing

Navigating estate taxes and final filings, with care and precision.

Final returns, estate tax matters, and succession filings handled with the thoroughness and sensitivity this work demands.

What's Included

The deceased's final personal tax return covering income from January 1 to the date of death.

Additional returns that can split income across multiple filings, reducing the overall tax burden on the estate.

Trust returns for income earned by the estate after the date of death.

Analysis of the tax impact from deemed disposition of capital property at death, and strategies to minimize it.

Application to the CRA confirming all tax obligations have been satisfied, required before final distribution of estate assets.

Close coordination with the estate executor and legal counsel to ensure all filings align with the overall estate administration.

Is This Right For You?

This service is ideal for

Executors or estate administrators responsible for filing final returns
Families dealing with the tax implications of a loved one's passing
Estates with significant assets, business interests, or complex ownership structures
Anyone who needs a CPA experienced in estate tax matters

How It Works

We review the situation, the assets involved, and the estate administration timeline with the executor or family.

We develop a filing plan that minimizes estate taxes, including optional returns, loss carrybacks, and charitable giving strategies.

All returns are prepared and filed, and we apply for the clearance certificate so estate assets can be distributed.

Book a discovery call to discuss the estate and how we can help.