J. Wang

Chartered Professional Accountant

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Accounting Services for Estates and Trusts in Vancouver

JWCGA • Vancouver, BC

Estates & Trusts Accounting Services

At Judi Wang Chartered Professional Accountant, we specialize in comprehensive accounting services for Estates and Trusts across the Greater Vancouver Area.

Whether you are setting up a new Trust or managing an existing Estate, our experienced professionals provide reliable, high-quality support—from tax planning and filings to ongoing trust accounting and financial reporting.

Our Services Include

Tax Preparation and Planning

Filings aligned with current legislation, with strategies to minimize tax liabilities for estates and trusts.

Financial Statement Preparation

Clear, detailed statements to provide an accurate view of the estate or trust’s financial position.

Estate Planning

Tailored plans to manage and transfer assets efficiently, reduce uncertainty, and protect beneficiaries.

Trust Accounting

From setup to ongoing maintenance, we ensure accurate records and compliance with legal requirements.

FAQ: Estates & Trusts

In many cases, an estate handles affairs after death while a trust manages assets during life and/or after. We’ll help you choose the right structure for your goals.
Typical items include prior tax returns, trust deeds/wills, bank and investment statements, property records, and distributions. We provide a tailored checklist.

Speak with a Chartered Professional Accountant

Learn how we can assist with your estate and trust accounting needs.

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