Upon the death of the testator, the Executor and Trustee must attend to the:
Probating the estate is a legal process which requires the filing of documents with the Estate Court of Ontario in order to:
Please contact us if you have questions specific to your situation:
The probate process entails obtaining a “Certificate of Estate Trustee with a Will” and paying the estate administration tax to the Province of Ontario.
A court issued “Certificate of Estate Trustee with a Will” will be required for all beneficiaries of the estate to access their testamentary gifts.
The administration of the estate is an onerous task which entails:
In addition to the Executor and Trustee’s legal obligations, the administration of an estate involves the handling of dozens of practical matters such as making arrangements for the funeral, giving notice of the death to various government agencies, banks, insurance companies, closing out the deceased’s accounts (telephone, internet etc.), opening a bank account for the estate, and so on.
The Executor and Trustee is personally liable to the beneficiaries and creditors for errors committed during the course of the administration of the estate. Thus, it is strongly recommended that the Executor and Trustee seek the assistance of experienced legal counsel.
Typically, only one meeting is required.
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