Category: Executors

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…
Read full article

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…
Read full article

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…
Read full article

In many estates the house may be the most valuable asset. Executors need to reduce the risks involved in managing real estate. Here is a checklist for some of the tricky things to consider. Remember this: As executor, you need more than a checklist to protect yourself….
Read full article

This is my last post in my series Choose Executors Wisely. Here are my previous 4 posts: Make Sure Your Executor Isn’t Dracula The Right Executors Save You Money Choosing Who Protects Your Money Made Easy Who is the Right Person to Protect Your Money Bad executors…
Read full article

This is the 4th post in my series on choosing the right executors. You worked hard and saved your money. What will happen when you are gone? Don’t let the wrong executor blow it all. Executors protect your stuff for your loved ones and your favourite charitable…
Read full article

This is my third post on how to choose the right executor. Read Make Sure Your Executor Isn’t Dracula and The Right Executors Save You Money. You appoint an executor to manage your estate for your loved ones. I’ll share my secrets to get the right choice…
Read full article

Who Cares About Fiduciary Duties and Trust?

Are you an estate beneficiary or expect to become one? Then you have to trust executors to deliver your inheritance. And executors, you can’t do your job without understanding your fiduciary duties. Are you waiting to inherit or are you an executor? Here’s what you need to…
Read full article

Phone 416 769 - 9800 Email Us Email