Being an executor is an important job and frankly, some people are going to be better at it than others. Avoid making a big mistake by heeding this advice from Patrick O’Brien, CEO and co-founder of Executor.org 03 Oct

Warning Signs That You’re Choosing The Wrong Executor

One of the biggest estate planning mistakes you can make is failing to have Health and Financial Powers of Attorney. Protect your wishes. Select someone you trust implicitly to manage your affairs and make personal decisions on your behalf.  30 Sep

Why Powers of Attorney (POAs) are Crucial

Relocating to a new province or country can have significant legal implications for your estate plan. This article explores when and why you may need to update your will after a move, along with key considerations for cross-jurisdictional estate planning. 26 Sep

Can Moving Affect the Validity & Effectiveness of Your Will?

In What Circumstances Can an Attorney for Personal Care Restrict Visitors from Visiting an Incapacitated Person in a Long-Term Care Home? 23 Sep

Can a Power of Attorney for Personal Care Restrict Visits?

An estate trustee is required to act impartially between all the beneficiaries and to not favor one or more beneficiaries over others. This is colloquially described as the duty to ‘maintain an even hand’. 19 Sep

Treating Beneficiaries Equally: The “Even-Hand Rule”

Neutral Ground in Family Storms: How the appointment of a professional estate executor can help families navigate turbulent waters. 12 Sep

Reasons for Appointing a Neutral Professional in The Role of Executor

Incapacity can happen suddenly and without warning, but the good news is that it’s entirely possible to plan ahead. By putting the right legal protections in place, you’re not only preserving your dignity and autonomy—you’re also giving your loved ones the gift of clarity and guidance during uncertain times. 04 Sep

Planning Ahead for Incapacity and Medical Emergencies

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

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

Critically acclaimed drama series "Six Feet Under" provides a cautionary tale about the pitfalls of neglecting succession planning in a family business.  24 Jul

Family Business Succession Cautionary Tale: “Six Feet Under”

What is a Trust and Estate Planning Practitioner (TEP)? 22 Jul

What is a Trust and Estate Planning Practitioner (TEP)?

Recent Ontario Court of Appeal ruling reaffirms the modern cost approach in estate litigation: trustees who fail in their duties may not only be removed but may also bear the personal financial burden of their choices. 22 Jul

Personal Liability for Costs Due to Breach of Fiduciary Duty: Ontario