If you’ve been named a beneficiary of an estate, it’s essential to understand an executor’s powers and limitations. Knowing what an executor can and cannot do will help you identify potential misconduct and protect your inheritance. 13 May

Every Beneficiary Should Know What an Executor Can and Cannot Do

This cautionary tale serves as a reminder of how important it is to carefully plan, draft, and update your Will with the help of an experienced advisor. Doing so can prevent misunderstandings and disputes, and ensure that your wishes are truly fulfilled. 28 Apr

Will Interpretation: Alberta Court Decision Serves as Cautionary Tale

What rights do the beneficiaries of a will get and what does it mean for others involved in the administration of the estate? Find out what you need to know, as the executor of an estate... 21 Mar

Executors: What Do Beneficiaries Have a Legal Right to Ask of You?

On occasions a will may have been prepared in such a manner that it is not clear precisely what the testator intended. Competing interpretations can often lead to a dispute between parties... 19 Mar

What Happens When a Will is Vague or Ambiguous?

Divorce significantly impacts estate plans, potentially invalidating provisions naming a former spouse as a beneficiary or executor, so a review and update are crucial.  13 Mar

The Significant Impact of Divorce on Your Estate Plans

Validity Requirements for Last Wills and Testaments in Ontario 27 Feb

Validity Requirements for Last Wills & Testaments in Ontario

Inheriting property can be a blessing, but it may also bring challenges, particularly if disputes arise among heirs or co-owners. Understanding the legal and practical steps to manage these disputes is crucial for protecting your interests and resolving conflicts. 19 Feb

Inherited Property Disputes: Common Causes & Steps to Resolve

The "Marley v Rawlings" case —which concerned attempts to rectify a mistake made by a couple when signing their mirror wills— serves as a reminder of the necessity for attention to detail to avoid estate disputes. 31 Jan

Marley v Rawlings: A Case Study in Clerical Errors & Mirror Wills

This guide explores how to manage and distribute valuable collections during estate settlement, including legal considerations, valuation techniques, and strategies for avoiding conflicts. 09 Jan

Valuable Collections During Estate Settlement: Handle with Care

Imagine being able to prove that a handwritten note in your notebook could be your last will and testament. That is exactly what the newest Ontario concept in estates law, “substantial compliance,” strives to do... 22 Nov

Succession Law Reform Act (SLRA): Substantial Compliance

"Estates gone wrong" refers to the failure of an estate plan, often resulting in significant financial, legal, and family conflicts. Discuss your estate plan with your family and beneficiaries to ensure they understand your wishes and to minimize conflict.  30 Sep

Common Mistakes Leading to “Estates Gone Wrong”

Alleged Undue Influence & Incapacity Dismissed by Ontario Superior Court 05 Sep

Alleged Undue Influence & Incapacity Dismissed by Court