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As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we’ve created this handy checklist* which outlines five key phases and associated tasks to help you effectively and confidently settle an estate.
Download the executor’s checklist ici.
Download our province and territory-specific 2025 Tax Planning Cards.
Fiche de planification fiscale
Alberta
Fiche de planification fiscale
Colombie-Britannique
Fiche de planification fiscale
Manitoba
Download our province and territory-specific 2025 Personal and Corporate Tax Integration Reference Card below.
2025 Wellington-Altus Corporate Tax Reference Card LIF and RLIF Minimum & Maximum Factors Personal and Corporate Tax Integration Reference Cards Personal Tax Planning Cards
Canadians have access to a plethora of tax-preferred vehicles for saving and investing, each of which provides unique planning opportunities and trade-offs, as well as their own rules and conditions that must be followed.
Les renseignements contenus aux présentes sont fournis à titre informatif seulement. Ces renseignements ne sont pas des conseils financiers, juridiques ou fiscaux ni des conseils en placement. La Financière Wellington-Altus inc. (« Wellington-Altus ») est la société mère de Wellington-Altus Gestion Privée (« WAGP »), de Wellington-Altus Conseil Privé inc. (« WACP »), d’Assurance Wellington-Altus inc. (« AWAI »), de Groupe Solutions Wellington-Altus inc. (« GSWA »), de Solutions de conseillers indépendants inc. et de Wellington-Altus É.-U. Wellington-Altus ne garantit pas l’exactitude ni l’intégralité des renseignements contenus dans le présent document.
©2025 Wellington-Altus Gestion Privée inc., Wellington-Altus Conseil Privé inc., Assurance Wellington-Altus inc., Groupe Solutions Wellington-Altus inc., Solutions de conseillers indépendants inc. et Wellington-Altus É.-U. TOUS DROITS RÉSERVÉS. NE PAS UTILISER NI REPRODUIRE SANS AUTORISATION. https://www.wellington-altus.ca/fr