Commonly referred to as the CRA, the Canadian Revenue Agency is Canada's version of the IRS and oversees the final income tax returns for estate administration. Executors should be aware of the mandatory and optional returns as well as timelines to avoid any penalties. For complex tax matters, an executor should seek assistance from a professional accountant (CPA).
What you need to know
A probate guide written for people who aren’t lawyers
Probate is notoriously confusing. Small estate affidavits, formal vs. simple administration, executors & executrixes— there’s more than enough jargon to make your head spin. We get it, and that’s why we made a probate guide that actually tells you what you need to know without assuming anything. You’ll walk away with a tangible timeline, actionable next steps and real clarity on what probate actually means for you and your family.
In collaboration with
Nick Broomfield, CPA, CMA, CEA
Nick is a Senior Analyst at HOOPP (Healthcare of Ontario Pension Plan) and General Manager of Atticus Canada at Atticus, Inc. In Nick’s role as a Certified Executor Advisor, he actively advises testators, executors and heirs through the successful generational transition of legacy's, helping to keep Canadian families happy, healthy and harmonious.
Nick is an industry expert and frequent author on fiduciary topics related to advanced tax planning and estate settlement strategies.
In collaboration with
This could be you
Atticus values the expertise and professional experience of our partners and community of contributors. And we appreciate that's what makes the fiduciary industry so uniquely special.
After all, being a fiduciary isn't something that's just learned— it's a mindset that's demonstrated, tested and enduringly earned.
That's why Atticus is built around a community of passionate executors, attorneys, wealth advisors, probate clerks and other professional fiduciaries.
🤔 Who else are we missing? You!
Join our mission to support families through some of life's most difficult events as we foster financial literacy for fiduciary topics like probate, estate planning, estate administration & inheritance.
Everyone leaves a legacy... together, let's make the process easier.
