Regrettably, someone has been impersonating me. They have copied my website and changed all contact information. They are sending faxes and emails claiming to be me. Correspondence about money that you receive is not from my office. This is a phishing attempt by scammers for improper purposes….
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My last post gave you tips on handling Ontario estates if there is no will. These are intestate estates. Guess who shares when there is an intestacy? What you learn may encourage you to sign your will. Here is a Simple Example of an Intestate Distribution: When…
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The simple answer is that you need court authority to handle this estate. Without a will that names an executor, no one can control the estate. You must wait until a court appoints an estate trustee without a will. Here are some steps to save you time…
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Everyone has an estate horror story to tell. And each estate is different. That is why executors can’t rely on checklists to protect themselves. I am starting a new series about the dangers Ontario Executors must be aware of to avoid trouble. Here is the second in…
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Everyone has an estate horror story to tell. And every estate is different. That is why executor checklists do not protect Ontario executors. I am starting a new series about dangers that Ontario Executors must be aware of to avoid trouble. If you are a first-time executor,…
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This is the third and final stage of the Executor Roadmap. Read stage one and stage two. Step 7: Pay all bills before distributing estate assets. Executors are personally responsible to pay all creditors from estate funds. Income tax clearances protect you from personal liability. Tax returns…
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Are you anxious about the new responsibilities you face? Don’t panic or stay up nights worrying. You may be a grieving beneficiary as well as executor. My free three-stage Executor Roadmap can help you reduce your stress on your estate journey. You can decline the job before…
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This is a continuation from Part 1, which you can read here. Estate Court Probate Process The estate court staff review estate court applications. They check for issues and can request extra materials. If mistakes or incomplete information are filed, the process can be delayed. Original documents may…
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This post explains part of the probate estate process in Ontario. It does not explain your legal duties if you are an estate personal representative, executor or estate trustee. You should obtain legal advice before you act as an executor or an estate trustee. The sooner you…
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Making Wills Easy – New Summer Series 13 Let’s help you find the right lawyer to prepare your will. In this Summer Series, I explained why you need to invest in a professionally prepared will. In case you missed it, go here. Sure, you may be afraid…
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