Estate Accounting

Helping you keep the numbers right.

Estate Accounting

Estate Accounting Packages

Estate Transition Planners Canada helps Executors maintain the accounting of the estate, giving you peace of mind that the records are kept in the proper format.

Small Estate Accounts

From $850.00

This package is suited for a smaller estate that holds a limited number of assets.

Includes:
-Preparation of proper court formatted estate accounts.
-Executor Compensation Calculations.
-Digital Version of finalized statements.

Medium Estates

From $1,500.00

This package is suited for a moderate estate holding assets and small investment accounts.

Includes:
-Preparation of proper court formatted estate accounts.
-Investment account transaction recording.
-Executor Compensation Calculations.
-Digital Version of finalized statements.

Unlimited Accounts

Custom Quote

This package is suited for an estate holding various accounts, investments and/or real estate properties.

Includes:
-Preparation of proper court formatted estate accounts.
-Unlimited investment account transactions.
-Rental Property recording.
-Executor Compensation Calculations.
-Digital and Formal printed package of finalized statements including copies of vouchers.

Estate Transition Planners Canada does not provide legal, tax or investment advice. We accept engagements as consultants, not as solicitors or accountants, we request that you do obtain legal and tax advice concerning statutory (or contractual) estate requirements.