Estate Complete
2356 Hilltop Lane
Oakville, ON l6m3m9
ph: 905-827-8580
alt: 905-464-8580
into
Services
Very few people have the time to devote to being a full time executor of an estate, and yet often the work associated requires full time dedication. Recognizing that we have created our services to allow you to manage and direct the process while continuing to live your own life.
Estate Settlement Plan
Creating a plan for the settlement of the estate sounds like a basic step, but one that is often overlooked. A plan helps set the expectations of the beneficiaries and to create a framework for activities.
Date of Death and Estate Returns
The Date of Death and Estate tax returns will be prepared by a tax professional with more than ten years of corporate, personal and estate tax experience.Manage Third Parties
One of the most time consuming and frustrating experiences that a first time executor faces is dealing with the many service provides who are connected to the estate - lawyers, banks, investment companies, etc. We manage these relationships on your behalf at your direction.
2356 Hilltop Lane
Oakville, ON l6m3m9
ph: 905-827-8580
alt: 905-464-8580
into
