Trust Filings
Trusted Advisors for Trust Compliance
Trusts can be powerful tools for estate planning, asset protection, or tax planning, but they come with complex reporting requirements. At HW Partners, we guide trustees, executors, and advisors through Canada’s evolving trust compliance landscape. Whether you’re managing a family trust, testamentary trust, or bare trust arrangement, we help you meet your responsibilities with clarity and confidence.
Our Trust Compliance Services Include:
Annual T3 Return Preparation
We prepare and file trust income tax and information returns accurately, minimizing the risk of penalties or audits.
Disclosure of Beneficial Ownership
We help identify and report all required trustee, beneficiary, and settlor details in compliance with updated CRA rules.
Bare Trust Guidance
Unsure if your arrangement qualifies as a bare trust? We’ll help determine if a filing is required and advise on next steps.
Testamentary & Inter Vivos Trusts
Whether your trust is created by a will or during your lifetime, we tailor our approach to suit the structure, timing, and purpose.
Estate Administration Support
We assist executors with the tax-related steps involved in winding up an estate, including filing final T3s and coordinating with legal counsel.
Why Clients Choose HW Partners for Trust Filings
- Personal attention for high-sensitivity matters like estates and inheritances
- Trusted by legal and wealth advisors for accurate, responsive support
- Experience with complex family, corporate, and bare trust scenarios
Meet the Team Behind Trust Filings
Our experienced team works closely with clients and their legal advisors to ensure trusts are reported correctly, strategically, and with care.
Trusts aren’t just tax filings, they’re often tied to family, legacy, and major life transitions. We bring both technical expertise and thoughtful guidance to every engagement.
~ Michelle Bouchard, Partner
Let’s Talk About Your Trust Reporting Needs
From first-time trustees to long-standing family trusts, we’re here to help you meet your obligations with clarity and care.