Terminal Return & Estate Checklist

  • Personal income tax returns for the last 3 years
  • Mailing Address
  • Notices of Assessment / Reassessment for the past 3 years
  • Schedule of unused losses (capital, non-capital, business)
  • Copy of Will, death certificate, probate certificate, probate certificate and list of assets submitted for probate.
  • Copy of Power of Attorney
  • Terminal Return (if already filed)
  • T Slips
  • Investment Statements – bank and/or broker
  • RRSP and RRIF Statements
  • Bank Statements
  • Documentation on any properties in the trust and activity on those properties
  • Documentation on assets or businesses in foreign countries
  • CPP death benefit information

(416) 690-1597
943 Kingston Rd, Toronto, ON M4E 1S8
105 Consumers Drive, Whitby, ON L1N 1C4