Trust Returns & Estate Planning Services
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Having Trouble Evaluating Your Finances?
Having trouble managing or understanding your finances? Let Money Matrix Accounting simplify it for you with expert guidance, clear insights, and personalized financial solutions — so you can make confident money decisions.
Protect Your Wealth and Secure Your Family’s Future
Planning for the future is one of the most important financial decisions you can make. At Money Matrix Accounting, we offer expert trust return preparation and estate planning services to help you protect your assets, minimize taxes, and ensure your loved ones are taken care of according to your wishes.
Whether you’re managing an existing trust or planning your estate, our experienced team provides personalized guidance to simplify the process and bring you peace of mind.
Why Choose Money Matrix Accounting for Trust & Estate Planning?
- Experienced Professionals – We understand the complexities of trust and estate taxation in Canada and ensure everything is filed accurately.
- Comprehensive Planning – From creating a plan to filing annual trust returns (T3), we manage every detail.
- Minimize Taxes & Maximize Value – We structure your trust or estate to reduce tax burdens and protect your beneficiaries.
- Personalized Service – Every family and situation is unique — we tailor our solutions to your goals and needs.
- Confidential & Secure – Your financial information is handled with complete privacy and care.
Our Simple Process
Consultation & Business Structure Selection
We discuss your family, assets, and long-term financial goals.
Customized Planning
Our experts design a trust or estate plan that fits your needs while maximizing tax efficiency.
Document Preparation & Filing
We prepare and file your T3 trust return and other necessary documents with the CRA.
Ongoing Support
We assist executors, trustees, and families with annual filings, updates, and future planning.
01. Consultation and Assessment
- Schedule a meeting with our experts to discuss your financial goals and challenges.
- We conduct a complete review of your current financial situation to understand where you stand.
02. Customized Strategy Development
- Our team designs a personalized plan tailored to your unique needs.
- We outline practical steps and solutions to help you reach your financial objectives.
03. Implementation and Support
- We put your financial plan into action with continuous monitoring and timely adjustments.
- Ongoing support and regular updates keep your finances on track for long-term success.
Precision in Financial *Steps
Getting your finances in order doesn’t have to be complicated. With our step-by-step approach, you’ll always know what’s happening, why it matters, and how it benefits you.
Hear What Our Clients Say
*Trusted by Leaders, *Proven by Results
Our clients count on us because we don’t just deliver numbers—we deliver peace of mind. Whether it’s personal taxes, corporate filings, or full-scale financial management, we’re proud to be the partner they trust to get it right every time.