Category: Probate

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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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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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…
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Do You Need to Probate a Will for Joint Assets?

I know people are paranoid about probate. If I mention the word probate, some people panic. So let’s have some calm for a minute. I’ll explain some new twists on the subject to save you worry and money. I had an email exchange with Ben, an accountant….
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2015 Ontario Probate Tax Rules on Real Estate

Are you a new Ontario estate trustee appointed after January 1st, 2015? Then be prepared for surprises and new probate dangers. You must comply with new estate tax regulations. I’ll explain the new dangers and penalties you face as executor. I’ll simplify the rules to help you…
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