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

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

Vulnerable adult guardianship court cases involve legal proceedings where a court appoints a guardian to make decisions on behalf of an adult who is deemed incapable of making their own decisions. 08 Jul

Protecting Vulnerable Adults: Court Should Be a Last Resort!

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

While both succession planning and estate planning involve planning for the future, they are distinct processes with different objectives. Succession planning is about the future of the business, while estate planning is about the future of the individual and their assets. 23 Jun

Preparing for the Future: Succession vs Estate Planning

Being named as a guardian is a significant responsibility, and it is perfectly acceptable to decline if you are unable or unwilling to take on this role. If you're unsure, have an open conversation with the parents to discuss their expectations and your concerns.  23 Jun

Appointed as Guardian? Yes! You Can Decline This Role

Using the correct terms is critical in wills, trusts, and other legal documents because these words have significant implications. The wrong word can lead the probate Court to incorrectly interpret your documents and therefore cause an unintended result. 20 Jun

Commonly Confused Legal Terms for Describing Your Loved Ones

In Ontario, a Power of Attorney for Personal Care (POAPC) is a legal document that covers healthcare, living arrangements, and other personal needs. It's important to choose someone trustworthy and capable of understanding your wishes. 17 Jun

Power of Attorney for Personal Care (POAPC): Ontario

Planning for the incapacity of vulnerable adults involves creating legal and practical arrangements to ensure their well-being and financial stability if they become unable to make decisions for themselves. This includes designating substitute decision-makers through powers of attorney or protection mandates, developing comprehensive care plans, and potentially seeking court-appointed guardianship or trusteeship.  05 Jun

Designating Decision Makers for Vulnerable Adults

In Canada, if you want your pet to be cared for when you’re no longer around, you need to include them in your estate plan. Here are five ways to include your pet in your estate plan... 03 Jun

Tips for Canadians: Estate Planning with Your Pets in Mind

Often called executors, personal representatives shoulder the responsibility of managing and distributing a decedent’s estate. Their role is critical, but compensation for this work is frequently misunderstood. 01 Jun

How are Executors (Personal Representatives) Compensated?