The Estate Blog

Can Mediation Resolve Estate Disputes?

Clients wonder how mediation works in estate cases. As an estate lawyer, I use mediation to resolve clients’ estate disputes. Want to learn more about mediation? Read this preliminary letter I sent to Joan (a fictional client) before her mediation.   Dear Joan,   You will be…
Read full article

Event Announcement: Please Don’t Sue the Executor

On Wednesday, October 2, 2013, Ed Olkovich will be sharing his secrets and shortcuts to probating estates with the Toronto Chapter of the Certified General Accountants of Ontario. Topics to be covered include: 1. STOP (Standard Trustee Operating Procedure); 2. Reducing risk for clients while protecting yourself…
Read full article

Executors: What to Do if the Will is Confusing

Are you are an executor acting under a will? Wills can contain ambiguous, contradictory or impossible terms. In this post, I’ll give you some tips on handling such will problems. You need to understand what the will requires you to do as executor. It is crucial for…
Read full article

Executors: Do You Need to Probate All Wills?

As estate trustee, here are some things you must know about wills: 1. Wills are legal documents. 2. Wills are subject to scrutiny and legal interpretation. 3. Wills can be declared invalid by a court. What happens if Jack’s 2013 will is contested in court? The court…
Read full article

Clients who act for a person under a power of attorney must keep records. How long must attorneys keep their accounts and records?  The deadlines under the regulation for retention are set out here: Substitute Decisions Act, 1992 Regulation 100/96 6.  (1)  Every attorney and guardian shall retain the…
Read full article

Healthy Executors are Not at Risk

Let me clarify that headline: All executors are at risk if they do not understand their legal duties. You can be attacked by estate beneficiaries, taken advantage of by smooth sales people, and even get sued. I encourage executors and estate trustees to get proper legal advice….
Read full article

Executors: Change the Locks to be Safe Not Sorry

Real estate creates a different set of responsibilities for estate executors. If you are the legal representative of an estate, consider the real estate issues in this post. It’s important to get the right legal advice to protect yourself. You never know who may have a key…
Read full article

Making Your Will – Where Do You Start?

Have you put off writing your will or thinking about estate planning? Perhaps you wanted to wait until you have had more time to ponder all your choices. At least that’s how you rationalized it. But if you don’t write a will, you cannot protect your family…
Read full article

Phone 416 769 - 9800 Email Us Email