The Estate Blog

Are Probate Police Patrols Coming to Ontario?

You’ll have to wait for the answer to this question. The Ontario provincial election results may bring some answers. The public and professionals are in the dark. No one knows what is taxed under Ontario’s new probate tax rules. We are waiting for regulations to enlighten us….
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Executors Need to Use Blueprints

It can happen overnight – suddenly, you’re an executor. You are put in charge of an estate. You have to probate a will. You need answers to your questions. What is an executor supposed to do? What do good executors do first? As a Certified Specialist in…
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Follow These New Rules to Retain Estate Lawyers

Jerry was named in his father’s will as the estate executor. The will specified Jerry was to hire the father’s lawyer, Frank, to probate the will. But Jerry had a problem. He lived in North Bay and Frank, the father’s will lawyer, practiced in Toronto. Was Jerry…
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Why Executors Worry about… Digital Assets

Do you know what digital estate assets are? As an estate trustee, you have to secure estate property. This can include protecting valuable digital property. Here are some digital estate dos and don’ts for executors. Electronic or digital information can be a digital asset. It can be…
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Toronto Library Seminars for Executors

Are you planning your estate or running an estate? What do you know about probate? You don’t need to go to graduate school to be an executor/estate trustee. You do, however, need to have an overview of the probate process. What happens to an estate is everyone’s…
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Executor’s Duty to Protect the Estate

Are you handling an estate? Then this is your first duty as an estate legal representative. You protect persons, property, assets, valuables and family pets. You will learn this is the first of many duties. To help my clients, I explain the three primary executor duties in…
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Ontario Powers of Attorney for Property Summary

Will you become a victim because you don’t have a power of attorney (POA)? Powers of attorney are straightforward legal documents. However, in the wrong hands, they can become dangerous. I’ll clear up some essentials on powers of attorney for property. Power of Attorney for Property Essentials…
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Using Powers of Attorney for Property in Ontario

“What do I need to know about using powers of attorney for property in Ontario?” Dorothy was asking this question sitting in my Toronto law office. Dorothy needed to act under a power of attorney (POA). “What is the law in Ontario?” she asked. “Let me give…
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Are You an Estate Planning Zombie?

Zombies are mindless but far from harmless. Zombies approach estate planning in a similar way. Are you mindlessly wandering, like a zombie, without a will or estate plan? Put your heart and mind into protecting your family. Discover the Perfect Plan to Protect Your Loved Ones. Zombies…
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