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How long must estate records be kept?

Several years after final distribution, to answer any CRA review or beneficiary query. Do not discard them at closing.

This is legal information only. For advice on your own circumstances, speak to a lawyer.

Several years after final distribution, to answer any CRA review or beneficiary query. Do not discard them at closing.

The Canadian position

Several years after final distribution, to answer any CRA review or beneficiary query. Do not discard them at closing.

Provincial law governs the detail, so confirm the position where the estate will be administered.

The Islamic position

The fixed shares apply to the net estate after funeral expenses, debts and any bequest capped at one third.

Where a Canadian instrument has no classical counterpart, treat it as a contemporary question for a qualified scholar.

Note

This is legal information only. For advice on your own circumstances, speak to a lawyer.

Citations & sources

Every factual claim on this page traces to a source below. Details change — check the original source before relying on any figure, fee or legal position. Anything under “further reading” is related material, not a source for what is stated here.

Canadian legislation & government
  1. What to do when someone has died — Canada Revenue Agency
  2. Income Tax Act, RSC 1985, c 1 (5th Supp) — Justice Laws Canada
Further reading — Treadstone Law
  1. Cra challenge price allocation years after closing ontario — Treadstone Law
  2. Executor closing estate cra clearance — Treadstone Law
  3. Estate trustee holdback before final distribution ontario — Treadstone Law
  4. Assignment registering title on final closing — Treadstone Law
  5. Wills & estates practice — Treadstone Law