Executor Support
Helping You Carry Out Their Wishes, With Clarity and Care
Serving as an executor is an honour, but it also comes with significant legal, financial, and tax responsibilities. From filing final returns to managing distributions, the role can quickly become overwhelming, especially during a time of grief. We help executors navigate their duties with clarity, confidence, and compassion. Whether you’re handling a straightforward estate or facing more complex scenarios involving trusts, multiple beneficiaries, or business assets, our team is here to guide you, step by step. HW Partners works closely with estate lawyers, beneficiaries, and financial institutions to ensure that everything is handled correctly, efficiently, and with care.
Our Executor Support Services Include:
Final Tax Returns
We prepare terminal T1 returns and any necessary T3 trust returns, ensuring accurate reporting and timely compliance with CRA deadlines.
Clearance Certificate Applications
We assist with preparing and submitting the required forms to obtain a CRA Clearance Certificate, protecting you from personal liability as executor.
Asset Valuation & Distributions
We examine whether the way your assets are allocated is practical, tax-efficient, and aligned with your current goals.
Recordkeeping & Reporting
We help you stay organized and accurate with estate records, providing support for financial statements and final reporting.
Coordination with Legal Counsel
We work alongside your estate lawyer to align all tax and financial components with the legal requirements of the estate.
Why Executors Choose HW Partners
- Trusted experience in estate tax and compliance
- Compassionate, responsive guidance when it matters most
- Clear timelines, checklists, and documentation
Meet the Team Behind Our Executor Support Services
We combine financial expertise with a human approach, helping executors fulfill their duties with professionalism and peace of mind.
Executors carry both emotional and administrative weight. Our job is to lighten that load—with clear answers, organized processes, and steady support.
~ Spencer Brooks, Tax Partner
Let’s Support You in Your Role as Executor
Whether you’ve just been named or are already deep into the process, we’re here to help.