Category: Executors

The Executor Roadmap

Your Simple Guide to Avoiding Costly Mistakes on Your Estate Journey The Executor Roadmap helps you reduce stress, focus your time and efforts. Handling another person’s money puts tremendous responsibility on you. Take heart. Most executors have no experience. But you need professional guidance to complete your…
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What to Expect When You Probate Ontario Estates – Part 2

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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Executor Investments and Breach of Trust

Estate trustees have investment duties. These duties are defined by courts, statutes and wills. Executors must invest estate funds as prudent investors. Let’s run through some key concepts. Executors don’t want to be sued personally for breach of trust. My new chapters on investment duties and breach…
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Stop Estate Beneficiary Costly Mistakes

Jonathan called me because his uncle Peter died. “What rights do I have as a beneficiary under Peter’s will? When do beneficiaries need to get legal advice?” “This is a common question when someone dies,” I said. “Your legal rights depend on if you are named in…
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