The term "executor" itself is used across many legal systems and cultures. Other terms like "estate trustee" and "estate representative" are also used, but the core function remains the same: managing the estate according to the will. 14 Aug

Estate Executor: Role —by any other name— Remains the Same

A separate situs will is a will that complies with the laws of a specific jurisdiction ("situs") where you own property. It is a strategy to manage multi-jurisdictional assets and can help reduce probate fees and other administrative burdens... 12 Aug

Estate Planning Terminology: Separate “Situs” Wills

An executor has both authority and legal duty. With that comes potential risk. Acting without proper guidance can expose you to delays, disputes, or even personal liability. This article highlights the top five executor missteps and how to steer clear of them... 03 Aug

Top 5 Mistakes Executors Make & How To Avoid Them: Ontario

Dealing with the loss of a loved one is overwhelming, and the complexity of probate court can add to the stress. Clear communication about fee responsibility allows families to focus on honoring their loved one’s wishes... 26 Jul

Probate Attorney Fees: Who Covers These Costs?

This in-depth guide explores strategies and best practices to help you create a thoughtful, effective estate plan that protects your blended family and prevents future conflicts. 22 Jul

Estate Planning for Blended Families: Strategies & Best Practices

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?

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

Not all couples want to be married, but there are some legal benefits that come with a government-recognized union. Unmarried couples should consider the following 9 Estate Planning tips... 11 Jul

Estate Planning Tips for Unmarried Couples: United States

Estate Administration: The Biggest Mistakes Executors Make 04 Jul

Biggest Mistakes Executors Make During Estate Administration

Executor Liability: Administration of an Insolvent Estate 03 Jul

Insolvent Estate Administration: Why Transparency is Crucial

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