As an estate trustee or an attorney for property, you have a responsibility to provide a full accounting of all financial activity in the estate to anyone with a financial interest in the estate. 

Estate accounting in passing of accounts format will provide you with the required report to assist you with your estate responsibilities. This report is completed in a specialized format as directed by the Courts, in accordance with the Ontario Rules of Civil Procedure. 

 Allow us to assist you in completing your estate report, whether it is for a formal submission to the Courts or an informal request from a beneficiary.

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​​​​​ESTATE ACCOUNTING
 

The report will include:

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