Trust And Estate Planning in Surrey

Surrey’s most experienced and professional trust and estate planning company is Certus Tax and Accounting Inc. You can rely on us to arrange and plan the future of your wealth and assets, assuring you that all your desires will be met. We have the education and experience to offer comprehensive estate planning services that consider the local tax and legal regulations, ensuring you’re prepared for everything.

Our team of accounting experts will always put your goals and priorities first. Contact us now at (604) 248-4754 to book a consultation and start developing a plan for your estate!

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Estate Planning Specialists

When you have lived a long and full life, you will have developed wealth and assets that can be complicated to pass on. The rules and regulations of estate planning and trusts are constantly changing, and it would be impossible to think you could navigate them on your own. Instead, you should always rely on a professional to guide you through the estate planning process to ensure all your needs are met while still abiding by the current regulations.

Our team is always here to work with you. We are proud to have built a compassionate team of licensed accountants who have the credentials and receive the continuous education necessary to ensure your assets are managed correctly. For accountants who will listen to your goals and help you reach them legally, contact our experts.

Using Trusts for Wealth Transferral

When you’re looking to transfer your wealth, one option you may not have considered is a trust. While many clients choose to transfer their estate through a will, trusts offer many benefits that make them a more appealing option.

Trusts give you increased control over how and when your wealth passes to beneficiaries while also giving you the ability to more clearly specify your wishes. Within these wishes, you can include protective measures to prevent dangers to your legacies, such as unwise spending, outside influence, or creditors; your estate will always be spent how you want. Trusts also provide increased privacy and efficiency of transferral.

We will work with you to design a trust plan that adheres to your wishes and ensures your beneficiaries have the access you want them to have.

Personal Accounting Services

Your being happy with the plan for your estate is important to us; that’s why we always start our trust and estate planning process with you. Your finances and assets should always go where you want when you want them to, according to all your wishes. To ensure we never miss any of your wishes, our experts will sit down with you to discuss your estate and find the perfect plan for your goals.

In a series of consultations, we can develop the perfect estate plan for you. Reach out to us to book a personal consultation to discuss your estate, beneficiaries, and financial goals.

Contact Your Trust and Estate Planning Professionals

Certus Tax and Accounting Inc is the best professional trust and estate planning accountant in Surrey. Contact our professionals now at (604) 248-4754 to book your first consultation.