Trust & Estate Services
Protect Your Family, Reduce Risk, and Preserve Your Legacy
From wills and powers of attorney to trust administration, business succession, and CRA clearance certificates — we guide Canadian families through every step of preserving and transferring wealth with minimal tax.
A Multi-Disciplinary Approach to Estate Planning
Estate and trust matters sit at the intersection of tax law, family dynamics, and long-term financial planning. Our CPAs work closely with your legal counsel to deliver coordinated advice — covering your wills, trusts, powers of attorney, and tax strategy in one integrated plan. Whether your situation is straightforward or involves cross-border assets, a family business, or complex beneficiary arrangements, we bring the depth of knowledge to get it right.
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What we do
Our trust & estate services
Trust & Estate Tax
T3 trust returns, estate tax filings, CRA clearance certificates, and executor support for Canadian families.
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Tax & Estate Planning
Personal tax minimization, income splitting, charitable giving, and integrated estate planning strategies for Canadians.
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Wills, POAs & Estate Administration
Guidance on will structure, powers of attorney, probate, executor duties, and the orderly distribution of estate assets.
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Trusts & Business Succession
Establish family, testamentary, alter ego, and joint partner trusts — plus business succession plans and inter-generational wealth transfers.
Learn moreWhy plan your estate with Pacific Union?
Tax-first perspective
We approach every estate plan through a tax lens — identifying opportunities to reduce probate fees, capital gains on death, and income taxes across generations.
Coordinated with your legal team
We work alongside your estate lawyer so your wills, trusts, and powers of attorney are fully aligned with your tax plan — no gaps, no surprises.
Complex situations welcome
Cross-border assets, family businesses, blended families, and multi-property estates — we have the experience to navigate complexity with clarity.
Ongoing trust administration
We don't just set up trusts — we handle annual T3 filings, beneficiary reporting, and trust maintenance for as long as the trust is in place.
Protect Your Family's Legacy
Our CPAs are ready to help you plan, protect, and transfer your wealth with confidence. Book your free first consultation today.
Book a Free Consultation