A trust is automatically created upon the death of a person (a testamentary trust). The legal representative “executor, trustee, administrator” among other things, is charged with the responsibility of filing the final and previously not filed tax returns of the deceased.

If you have been named as the executor of an estate, we can help guide you through the maze of tax obligations you have. We can answer questions such as:

• When can I pay the impatient beneficiaries?
• Do I need to file an estate tax return?
• What are the filing deadlines?
• What is a Clearance Certificate and how important is it to get one?
• How much should I hold back to cover taxes?

We relate to the burden that is placed on executors, especially in the context of a family estate. While we cannot completely relieve you from all your responsibilities we can certainly look after all the tax reporting obligations that you have as an executor. We also assist executors and trustees with court form accounting service for those estates that require a formal passing of accounts.