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Canadian Executor and Estate Tax Guide (Deceased Final Tax Return)

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Highlights

Someone you love died. Now the paperwork is yours. This pack is the calm way through it. Written by a Canadian tax professional with 20 years of experience.

What's inside:
- The one rule: don't distribute anything until taxes are dealt with
- The final T1 return: deadlines based on date of death
- Deemed disposition: the surprise tax bill, explained
- RRSPs and RRIFs: the second surprise bill
- The spouse rollover: the biggest relief in the process
- Optional separate returns that can lower total tax
- Income after death: when you need a T3 trust return
- The clearance certificate: the step executors skip and regret
- CPP death benefit and survivor benefits
- TFSAs, joint accounts, and named beneficiaries
- The principal residence exemption
- Debts before beneficiaries
- Everything to gather, in one checklist
- Executor's order of operations, step by step

For Canadian executors, family members, and anyone settling an estate.

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Listed on Oct 2, 2026
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