Statement of Original Assets
List of Liabilities and Unrealized Assets
Capital Receipts and Disbursements
Revenue Receipts and Disbursements
Statement of Investments
Statement of Compensation
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Where a court audit of the accounts of an estate trustee has been requested (i.e. a Passing of Accounts), we provide the required documents in court format in accordance with the Ontario Rules of Civil Procedure Section 74.17.
The final report will be in PDF format and include (but are not limited to) the following:
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