Update: CRA announced on 3/28 that Bare Trusts are now exempt from trust reporting requirements for the 2023 tax year. Learn more here
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All about our free Estate and Planning Organizer – Household Directory of Documents

A big title for an invaluable publication!   Do you have concerns about the state of your personal financial record keeping? Why not invest some time in some peace of mind, with our free-to-download, all-in-one, interactive journal for your most important records. Fiscal Agents is proud to offer our Estate and Planning Organizer - a free useful tool for anyone who understands the importance of keeping clear and concise records that, when completed, will be invaluable to you, your family members and loved ones, including the executors of your estate. Every year in Canada, large amounts of money belonging to...

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