Trusts and Estates in Edmonton

The best way to make sure that your beneficiaries are secure and taken care of financially is with proper trust and estate planning. PrairieVista Tax Services Inc. specializes in trust and estates administration. I will work alongside your beneficiaries, lawyers, and insurance providers so you can be confident that your financial decisions today will be respected in the future.

Contact me now at (780) 469-3532 for more information on the services I provide.


PrairieVista Tax Services Inc.'s Trust and Estate Services

I am a full-service company that provides unparalleled trust and estate services. I can help you with all aspects of trust and estate law. Some of my services include:

  • Accounting
  • Fiduciary income taxes
  • Consulting
  • Estate taxes
  • And much more!

Preparing Your Trust and Estate

I have experience assisting clients with all different sizes of trusts and estate accounts. I am familiar with all the common issues that arise. More importantly, I know how to solve them. For your convenience, I have created a short list of things that can help you prepare for your consultation.

Records and Documentation

Make sure that you're keeping records of every transaction and bank statement associated with your account. This will make it easier to track your activity and clarify financial questions later on.

Close Accounts

I suggest that you make a list of the open accounts you have. Together we'll analyze them to assess which ones are most beneficial and which ones can be closed. Having fewer accounts means fewer headaches during asset transfers.

Document Your Assets

Having an inventory of your assets allows there to be attribution of value on them which will be advantageous for your beneficiaries.

The Function of the Executor of Estate

There's a difference between your estate executor and your beneficiary. An estate executor performs important tasks and should be a responsible choice. They can be selected or appointed. A beneficiary, on the other hand, has been chosen to inherit or receive assets of financial gain. Here are some of the tasks an executor of estate may have to do:

  • Paying estate balances
  • Signing off on vehicle sales or ownership transfers
  • Closing bank accounts
  • Selling real estate
  • Making transactions
  • Filing estate tax returns

Whether you are a beneficiary or an executor of estate, I can help. I am among the best accountants in the area and am here to help you allocate your financial wealth wisely. With me, you're in good hands.

Experienced Trust and Estate Planners

My knowledge and experience make me the go-to source for sound financial consulting in the area. I am a dedicated, passionate team of qualified professionals who are looking out for your best interests. My extensive knowledge of tax codes and regulations mean you'll get expert advice on your trust and estate planning services. Having a well-orchestrated plan in place can prevent arguments and future disputes with your family.

Call Now for the Best Estate Planning in Edmonton

Safeguard your wealth for your children, grandchildren, and loved ones. I will work closely with you to put an effective plan into action for the preservation and transfer of your assets.

If you have any questions or concerns about my tax and estate planning services, don't hesitate to contact me. Call today to book your professional consultation!