Information for Executors

Have you ben tasked with looking after the affairs of a Loved one.  being an Executor carries not only the Trust of your loved on to ensure that your estate is distributed exactly as they wished, but it also carries some enormous Legal consequences, especially with the CRA.

 

To assist you, OBS Financoial has Created an information pachake that will guide you though the 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 Possable by all executors.

 

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

Deceased Taxpayer Information Package for Executors and Beneficiaries

Deceased Tax Payer Information Package
Deceased Tax Payer - initial Information[...]
Adobe Acrobat document [176.9 KB]

Forms to be completed for Estates

Single Executor / Administrator

If yopu are the Sole executor, here is the estate package for you to complete

2 Executors

In Situations where there are 2 executors, this is teh package required

3 Executors

In Situations where there are 3 executors, this is teh package required

4 Executors

In Situations where there are 4 executors, this is teh package required

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