Ontario Estate Information Return · Free wizard
You're the executor. The 180-day clock has already started.
Ontario gives an estate trustee just 180 days from the estate certificate to file the Estate Information Return — a full inventory of everything the deceased owned, valued as of the date of death. This free tool walks you through it one asset category at a time, totals the estate, estimates the tax, counts down your deadline, and tells you exactly which document each line needs.
Runs entirely in your browser. Your figures are never uploaded or stored on a server.
The free inventory wizard
Compile every asset the Estate Information Return asks for — one category at a time.
No account numbers, no names, no logins. You add each asset with its date-of-death value; we total the estate, estimate the tax, track your deadline, and flag the document each line needs. Everything is computed on your device.
How it works
The real EIR checklist, turned into a guided walk
Enter your certificate date
The 180-day filing window runs from the date the estate certificate (Certificate of Appointment of Estate Trustee) was issued. We start your countdown from there.
Walk the seven categories
Real estate, bank & cash, investments, vehicles & vessels, business interests, insurance payable to the estate, and other property. Add each asset at its date-of-death value; we tell you the document it needs.
See your total, tax & gaps
Free: your estate total, the estate-administration-tax estimate, the deadline countdown, and the documents you're still missing. Unlock the paste-ready schedule and full tracker for $39.
Why this matters
The EIR is a deadline, not a suggestion
Within 180 days of receiving the estate certificate, an Ontario estate trustee must file the Estate Information Return with the Ministry of Finance, listing every asset of the estate and its fair market value on the date of death. The estate-administration tax is calculated from that inventory. Filing late, incompletely, or with incorrect values carries a real penalty — so the job is to get the figures and the supporting documents organized before the clock runs out. That's exactly what this tool helps you do.
- Runs 100% in your browser — your figures never leave your device.
- No account, no login, nothing to upload or trust us with.
- An organizer that produces a document you file — it doesn't file anything for you.
- Ends by pointing you to confirm the specifics with an estate lawyer or accountant.
Questions
Common questions
Is this legal or tax advice?
No. EstatePilot is an educational organization tool. It helps you gather and structure the figures the Estate Information Return asks for and estimates the estate-administration tax from the numbers you enter — it does not tell you what you personally should do, and it does not prepare or file anything. The return is filed by you (or your professional). Every result is labelled "estimate/organizer only," and the tool ends by telling you to confirm the specifics with an estate lawyer or accountant.
What is the Estate Information Return?
In Ontario, once a Certificate of Appointment of Estate Trustee (the "estate certificate") is issued, the estate trustee must file an Estate Information Return with the Ministry of Finance within 180 days. It lists all assets of the estate and their fair market value as of the date of death, and the estate-administration tax is based on that total. This tool walks you through compiling that inventory.
How is the estate-administration tax calculated?
Ontario charges $0 on the first $50,000 of the estate, then $15 for each $1,000 (or part of $1,000) of the value above $50,000 — roughly 1.5% of everything over $50,000. The tool applies that formula to the total you build and shows the estimate for free; the unlocked report shows the calculation line by line so you can check it against your filing.
What happens if the return is late or wrong?
Filing the Estate Information Return late, failing to file it, or filing with incorrect or incomplete information can carry a penalty of at least $1,000 — and up to two times the estate-administration tax payable. That is the reason this tool leads with your 180-day countdown and a documents-still-missing list: the goal is to have accurate figures and their supporting documents ready well before the deadline.
Which documents will I need?
Each asset type has its own proof of value as of the date of death: real estate needs an appraisal or MPAC assessment; bank and cash accounts need a date-of-death balance statement; investments need a date-of-death statement; vehicles and vessels need a used-vehicle valuation; business interests need a valuation or accountant's statement; insurance payable to the estate needs the insurer's statement; other property needs a reasonable valuation or receipt. The wizard shows the right one on every line, and the unlocked tracker keeps score of what you still need.
What's free and what costs money?
The whole wizard is free — building your inventory, seeing your estate total, the estate-administration-tax estimate, your 180-day countdown, and the list of documents you're still missing. For $39 (one time) you unlock the paste-ready asset schedule organized 1:1 to the EIR's categories so you can transcribe it straight into the filing, the full per-asset document tracker, the tax calculation shown line by line, and a print-ready PDF.
Get the estate organized before the 180 days are gone.
Walk the seven categories, see your total and your deadline, and know exactly which documents you still need.
Start the free inventory →Related tool
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