In Ontario, the term "executor" is now often replaced with "estate trustee" to more accurately reflect the fiduciary role they play in managing an estate. This change is not Canada-wide, but specific to Ontario's legal terminology.  21 Jul

Executor vs. Estate Trustee: Ontario Specific Legal Terminology

Acting as an Estate Trustee can be challenging. It is important to appoint an individual who is responsible and reliable to fulfil this role as they have a fiduciary responsibility to the beneficiaries. 18 Jul

What is an Estate Trustee? What are their Responsibilities?

To file a dependant support claim against an estate, you must file a Notice of Application with the court and provide supporting evidence in an affidavit, typically within six months of the estate trustee being appointed.  15 Jul

How to File a Dependant Support Claim Against an Estate

Managing practical tasks while processing your own emotions creates a unique kind of stress that many executors are unprepared for. This guide offers strategies to help you navigate both journeys with more grace and less overwhelm. 15 Jul

Strategies for Executors: Managing Grief While Managing an Estate

With billions in assets expected to change hands over the coming decades, understanding heirs' rights and responsibilities in Australia has never been more critical. 10 Jul

Understanding Heirs’ Rights and Responsibilities in Australia

Charitable Bequests: The Importance of Names 10 Jul

Charitable Bequests: “What’s in a Name?”

Estate Administration: The Biggest Mistakes Executors Make 04 Jul

Biggest Mistakes Executors Make During Estate Administration

Setting up a trust can cost anywhere from a few hundred dollars to several thousand, depending on factors like its complexity, legal assistance and administrative requirements. 03 Jul

How Much Does it Cost to Set Up a Trust?

Executor Liability: Administration of an Insolvent Estate 03 Jul

Insolvent Estate Administration: Why Transparency is Crucial

By following these steps, you can maximize your chances of a successful and profitable estate sale.  01 Jul

Resources: How to Plan a Successful Estate Sale

Taking the time to gather all the assets and have detailed information about each item goes a long way to helping everyone understand specifics and how this affects them. A BC case recently showcased why clear language is so important to minimize potential challenges to a Will. 26 Jun

Oversight for Wills: Distributing Articles & Personal Effects

Lack of communication is a significant factor contributing to inheritance disputes, often leading to mistrust and misunderstandings among family members and beneficiaries. When executors or trustees fail to keep beneficiaries informed about the estate's administration, including asset valuation and distribution, it can fuel suspicion and lead to legal challenges.  18 Jun

Mistrust & Misunderstandings Lead to Costly Inheritance Disputes