Estate and Trust Planning
Taking steps to ensure a smooth transfer of your assets can make a world of difference for your loved ones after you pass on. Our tax advisors offer comprehensive estate planning and trust planning services that cover every last detail, so you can feel confident that matters will be taken care of for your family and business.
Protecting your legacy might be one of the most important things you do. Our Estate and Trust advisors at EPR Coquitlam will treat the planning and administration of your estate with the utmost professionalism and personalized care it deserves.
Estate Planning Services
Maximize tax efficiency and provide the most benefit to your loved ones with our estate planning services. Our advisors can help you prepare and administer an estate plan that facilitates seamless transfer of your personal and business assets to your heirs and beneficiaries.
Our estate planning services include:
- Will planning
- Advising on the use of trusts
- Corporate reorganizations
- Estate freezes
- Instructing lawyers
- Preparing all required tax returns before and after death
- Obtaining Clearance Certificates from the CRA
- Financial and tax advising for Executors
- Assisting with other estate administration matters
- Acting as Executors
Trust Planning Services
Get the expert advice you need to make the right decisions when dealing in the complex world of trusts. With EPR Coquitlam Trust advisors on your side, you stay compliant with legislation and tax rules while getting the most appropriate planning and trust structure for your situation. We provide all necessary documentation and trust administration services to ensure you’re meeting CRA requirements.
Our trust planning services include:
- Tax planning
- Legal trust agreements
- Preparing trust financial statements
- Preparing trust tax returns
It’s never too late to make a plan that protects your legacy and your loved ones. No matter your age, we can help you organize your financial affairs and preserve the maximum value of your estate.