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Information for Executors

Have you been tasked with looking after the affairs of a loved one? Being an Executor carries not only the trust of your loved one to ensure their estate is distributed exactly as they wished. But it also carries some enormous legal consequences, especially with the CRA.

To assist you, O.B.S. Financial has created an information package that will guide you though your duties, and can be shared with beneficiaries. So that everyone understands what is required.

The packages below should be attended to as soon as possible by all executors.

We have created a Registration Package that includes authorizing representatives, so the income tax returns are ready to be filed.