Canadian Trust & Estate Calculators for Professionals
Accurate, bilingual calculators built for accountants, lawyers, and financial planners. Deep specialization in trusts, corporate tax integration, and post‑mortem planning.
Get StartedDeep Specialization
Covers niche areas like Henson Trusts, SIFT Trusts, TOSI, and 21‑year rule – often missing from general planners.
Bilingual Native
Fully localized for English and French – critical for the Quebec and national market.
Client‑Centric Workflow
Manage client profiles, run multiple scenarios, and save calculation states for compliance files.
Compliance‑Ready
Includes logic for current and proposed 2026 tax rules (AMT updates, Capital Gains inclusion rates).
Powerful Tools for Every Scenario
Trust & Estate Calculators
- Basic Trust – net assets, estimated tax, after‑tax value
- Henson Trust – disability trust, protects ODSP eligibility
- Spousal Trust – rollover rules, attribution, 21‑year deemed disposition
- Alter Ego Trust – rollover at 65+ and probate avoidance
- Bare Trust – beneficial ownership scheduling (Schedule 15)
- Provincial Estate – probate fees for all provinces
Corporate & Tax Planning
- TOSI – determine if split income rules apply
- AMT – calculate liability under new 2026 rules
- Pipeline vs. 164(6) – post‑mortem planning for private shares
- SIFT Trust – specified investment flow‑through trust tax
- Loss Carry‑Back & Tracker – optimize final returns
Workflow Tools
- Beneficiary Allocation – proportionate or discretionary
- Client Management – CRUD for client profiles linked to scenarios
- Reporting – PDF and CSV exports
Introducing New Capabilities
Digital Asset Vault
Securely store and manage client digital assets, passwords, and keys. Encrypted and accessible only by authorized users.
NewVisual Storytelling
Interactive flow diagrams and before/after comparisons to help clients understand complex trust strategies.
NewReady to simplify your trust calculations?
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