Trust & Estate Tax Returns in Surrey, BC

Are you considering Estate planning? Are you the Executor of an Estate or Trustee of a Trust? Do you know your responsibilities and obligations as an Executor or Trustee?

We can help with :

  • Preparation of your trust returns and T3 slips for payments to beneficiaries
  • Minimizing estate taxes & probate taxes with various trusts
  • Assist executors or trustees in the administration of the estate or trust
  • Preparation of financial statements
  • Preparation of final date of death returns along with optional returns to minimize taxes and,
  • Preparation of the income tax return of the trust.

At Plett and Associates we are here to help and guide you through the process.