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Trust & Estate Return Preparation

At Avanti CPA, we offer specialized trust and estate preparation services to help you plan for the management and distribution of your assets both before and after passing. Through careful planning, our team assists in minimizing tax liabilities, avoiding probate, and protecting your assets for future generations. Additionally, we provide guidance on the selection of trustees and executors and offer advice on strategies to preserve your wealth and provide for loved ones. Whether you are looking to establish a trust, prepare your estate plan, or manage an existing one, our services help to ensure peace of mind and a secure financial legacy.

Our Services

Tax Optimization

We identify income, deductions and any distributions to beneficiaries while helping to minimize tax liabilities and maximize benefits.

Expert Knowledge

We prepare and file trust and estate returns, calculating any taxes owing including income tax, capital gains tax, and estate taxes. We ensure timely and accurate filing of estate and trust documents to make certain that all obligations are met.

Personalized Services

We work closely with trustees to understand the trust’s goals and provide tailored advice for effective tax planning.

Ready to Get Started?

With our trust return preparation services, you can trust that your tax obligations are handled with expertise and care, allowing you to focus on fulfilling the trust’s objectives.

With gratitude, Avanti CPA respectfully acknowledges that our office is located within the Tk’emlúps te Secwépemc (TteS) territory, situated within the unceded ancestral lands of the Secwépemc Nation.