Estate & Trust Services in Vancouver
Managing an estate or trust can involve complex accounting, tax and administrative responsibilities. At N.I. Cameron Inc., we assist executors, trustees and families with these matters through clear communication and personal attention.
Serving Vancouver since 1993, our firm provides support with estate administration, trust accounting and related tax filings.
Support for Executors and Trustees
Whether you are settling an estate or administering an ongoing trust, we can help you understand the accounting and tax work involved.
Our estate and trust services include:
Estate administration and executorship services
Preparation of final date-of-death and outstanding prior-year personal tax returns
Preparation of T3 estate and trust tax returns, including related forms and elections
Estate and trust accounting
Tax clearance certificate applications
Accounting and financial statements for passing of accounts for estates, trusts and committeeships
Assistance with estates involving real estate or non-resident beneficiaries
Estate and post-mortem tax planning
What to Expect
We begin by discussing the estate or trust, your role, and the assistance required. Our team will identify the relevant records, explain the proposed scope of work, and work with you and your other professional advisers as needed.
What Should I Prepare?
The records needed depend on the circumstances. Helpful starting documents may include the will or trust agreement, prior tax returns and notices of assessment, a list of assets and liabilities, financial account statements, and relevant CRA correspondence.
For an estate, a copy of the death certificate and details of the executor or estate representative may also be needed. We will confirm which documents apply to your situation and how to provide them.
Let’s Discuss Your Estate or Trust Needs
Whether you need assistance with tax filings, accounting or estate administration, contact N.I. Cameron Inc. CPAs to discuss how we can help.