Blue Cricket Solutions Inc. - Estate Accounting, Passing of Accounts

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If you are an Estate Trustee or a Power of Attorney for Property, at some point you will likely be required to provide beneficiaries with a full accounting of all activity dealing with each asset in an estate (such as bank accounts, investments, vehicles, house contents and real estate). At Blue Cricket Solutions, we can provide you with guidance on all matters relating to each asset.

If you are a lawyer, you may be asked by a client to prepare for a “Passing of Accounts”. Blue Cricket Solutions provides full estate accounting in court format in accordance with the Ontario Rules of Civil Procedure.

Blue Cricket Solutions will prepare court format documents, with a final report in PDF format and will include:

Statement of Original Assets
List of Liabilities and Unrealized Assets
Capital/Revenue Receipts and Disbursements
Statement of Investments
Statement of Compensation

ESTATE ACCOUNTING