Executor Support: Final (Terminal) T1 and Estate Tax Filings
Losing a family member is hard enough without trying to decode tax filings and deadlines. I help executors and family members get the required tax returns and estate filings completed accurately, with clear guidance on what information is needed and what to expect next.
If you already have a CPA or lawyer involved, I can coordinate with them as needed. If you do not, I can still help directly.
Who This is For
This service is designed for:
Executors handling a loved one’s tax filings after death.
Family members supporting an executor with information gathering and administration.
Advisors who are referring an executor for specialized tax compliance support.
What I Can Help With
Depending on the facts, support may include:
The Final (terminal) T1 return
Prior-year returns, where required
Common post-death filings and information slips relevant to the deceased and the estate
Estate-related tax filings, where applicable, based on the estate’s activities and structure
Coordination with the estate lawyer, financial institution, and other advisors to obtain required tax information
Important note: The exact filing requirements vary significantly by situation. My role is to confirm what is required, gather the necessary information efficiently, and complete the filings with appropriate documentation.
Fees
For executor engagements where scope can be defined upfront, I typically offer a fixed fee, which will be provided after the initial intake and scoping.
If complexity expands materially after intake (for example, missing years, significant asset dispositions, corporate holdings, or unexpected issues), fees may be adjusted and confirmed with you before additional work proceeds.
FAQs (executor-focused)
Do I need to have a lawyer or accountant already?
No. If you have existing advisors, I can coordinate with them. If you do not, I can work with you directly.
How long does it take?
It depends on how quickly documents can be gathered and how many filings are required. At intake, I will provide a realistic timeline and keep you updated if anything changes.
What documents will you need?
At minimum, expect items like: prior-year tax returns, CRA notices, T-slips, investment statements, information on real estate and major assets, probate documents, and details on any business interests. After intake, I provide a tailored list.
Will you deal with CRA?
If CRA follow-up occurs, I can assist if proper authorization to the deceased individuals account is able to be provided. The nature and cost of CRA correspondence depends on the situation. If representation is required beyond standard filing, I will outline scope and fees before proceeding.
Can you work through my existing CPA?
Yes. If your CPA wants to remain the primary contact, I can provide my work product to them, or coordinate jointly so everyone stays aligned.
I’m not sure whether an estate return is required.
That is common. Part of the intake is confirming what filings are required based on the estate’s activities and structure.
