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Estate Tax – Professional Guidance for Executors and Families in British Columbia

Local Support for Estate Tax Filing and CRA Compliance

JD Tax & Accounting Inc. offers tax services for estates, including T3 trust returns and related filings. We assist executors and families with clear guidance and CRA compliance across Langley, Surrey, and nearby areas.

Estate Tax Support

We assist with the preparation and filing of trust tax returns, with a focus on estates:

Final T1 Return

Preparation of final personal income tax return for the deceased, covering income until death.

Local Expertise.

T3 Estate Returns

Preparation of T3 returns for estate income after death, including Graduated Rate Estates.

Executor Tax Assistance

Assistance with deadlines, trust account setup, tax slips (T3 slips), and CRA correspondence.

Common Trust Types in Canada

While our focus is on estate trust filings, we are familiar with other common trust types, including:
  • Graduated Rate Estates (GREs)
  • Testamentary Trusts
  • Inter Vivos Trusts (Living Trusts)
  • Alter Ego and Joint Partner Trusts
  • Spousal Trusts
If you are acting as a trustee and require help with a T3 filing, contact us to see how we can assist.
Your Trusted Local Tax Preparers in Langley
Book An Appointment Today!
Local Tax Experts You Can Rely On

Who We Work With

We support executors, trustees, families, and legal professionals with estate tax filings, trust returns, and post-death financial matters.
  • Executors and legal representatives administering estates
  • Trustees filing year-end trust returns
  • Surviving spouses or family members managing post-death finances
  • Law firms and notaries requiring trust tax coordination

Key Tax Considerations for Estates

We help navigate estate tax requirements, including return types, deadlines, income reporting, GRE rules, and strategies to reduce tax liability.
  • Determining which returns must be filed and when
  • Reporting RRSPs, RRIFs, pensions, and other income upon death
  • Calculating capital gains on property and investments
  • Understanding the Graduated Rate Estate (GRE) designation and timelines
  • Allocating income between returns to reduce overall tax payable
  • Meeting all CRA filing and payment deadlines to avoid penalties
  • Proper documentation to avoid executor or trustee liability
Key Tax Considerations for Estates

Frequently Asked Questions (FAQ)

Our FAQ section addresses common questions about estate and trust tax filings, deadlines, required documents, and CRA compliance, helping executors, families, and professionals navigate the process with clarity and confidence.

Still Have Questions?

Contact Us
Do I need to file a tax return after someone dies?
Yes. A Final (T1) Return is typically required for the year of death. If the estate earns income after death, a T3 Trust Return may also be necessary.
A T3 Trust Return reports income earned by a trust, such as an estate, after death. It is often required for estates that remain open for more than a few months.
A GRE is the first estate of a deceased person, valid for up to 36 months. It’s taxed using personal graduated rates rather than the highest trust rate. GREs may benefit from tax flexibility such as capital loss or donation carrybacks.
Yes, we’re familiar with a range of Canadian trusts including inter vivos, spousal, alter ego, and others. While our core service is estate tax filings, we can advise on other trust types as needed.
Yes. We assist with multi-year estate filings, especially if administration is delayed by property sales or legal matters.
Yes. We coordinate with legal teams to ensure trust filings align with the administration of the estate or trust….. plus what we already have

Let’s Make Taxes Simple

Whether you need help with personal returns or business filings, JD Tax is here to guide you with expert advice and clear, reliable service. Book your free consultation today and take the first step toward financial peace of mind.

Book a consultation
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JD Tax & Accounting Inc. provides reliable, local tax and bookkeeping services for individuals and small businesses in Langley, Surrey, Vancouver and across B.C.

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​Email: greg@paleturquoise-mandrill-202430.hostingersite.com

phone: 604-533-4214

Address​​​​​​: 106 – 20644 Fraser Hwy Langley,  BC V3A-4G5

Office Hours: Monday – Friday: 9AM – 2PM PST

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