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ESTATE/TRUST ADMINISTRATION

A simple estate or trust may be administered by the Executor or Trustee without legal assistance. For more complex estates or trusts or if an Executor or Trustee is too busy to administer a simple estate or trust, we provide estate and trust administration services and advice, as little or as much as is needed. We explain which income tax and trust returns may need to be filed and advise, in general, as to the tax filing deadlines. We can refer you to a competent accountant for assistance with tax filings or we can arrange for estate and trust income tax returns to be completed by an accountant and ensure they are filed.

  1. Acting as an Estate Trustee
  2. Acting Under a Power of Attorney
  3. Young Beneficiaries
  4. Henson Trusts - Acting as a Trustee
  5. Testamentary Trusts - Acting as a Trustee

 

 

 

 

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