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We administer the estate
We help you administer
We resolve estate disputes
Probate full service: we handle the entire application from start to finish
Probate forms & advice. Expert advice for you at each step of the way
Income taxes for the deceased and the estate.
Probating an Estate
Is probate needed? How to probate. Holw long does probate take? Finding the last will. Probate without a will. Bonding. Re-sealing. Estate and income taxes. Renunciation.
Who Inherits?
Who gets what? Joint ownership of houses and bank accounts. RRSPs, RRIFs, TFSAs and insurance. Inheritance when there is no will.
Estate Disputes
Seeing the will. Executor inaction. Trustee misconduct. Trustee compensation. Passing accounts. Difficult beneficiaries. Litigation process. Contingency fees.
Administering an estate
Executor checklist. Executor duties. The estate information return. Accounts. Income taxes. Clearance certificates. Releases.
Estate accounts
The form and contents of estate accounts. Passing accounts in Court. Compelling a trustee to pass their accounts.
Income taxes for an estate
Returns before death. The terminal return. Spousal roll-overs. Clearance certificates. Non-resident beneficiaries.
Key Information about probate in Ontario.
Often not for the first of two married spouses to pass. Usually for everyone else.
Information on probating a Will. An application with simple Will for a simple estate is complex and requires numerous documents.
Information on probating when there is no will.
How to handle debts of the deceased and estates that may be bankrupt.
The information you will need to gather for the probate application.
How to find a will. There is no will registry in Ontario.
When is a bond required for probate, and how to get a Court order dispensing with a bond.
Information on holograph Wills, properly signed type-written Wills, and handwritten changes to Wills.
An affidavit of execution or other proof of signature of the testator is required.
The basics of estate administration tax (probate tax) and income tax rules for estates in Ontario. A link to our free estate administration tax calculator.
If the estate has assets in Ontario, after probate elsewhere first (re-sealing and ancillary grants).
How to calculate the Estate Administration Tax payable before probate. The role of appraisals and estimates.
Someone named as an executor in a Will is not obliged to act as the estate trustee. Information on renunciation (upfront) and resignation (after starting to act).
Avoiding probate for very small estates, and the special rules for probate of estates under $150,000
Dealing with the death (or incapacity) of an executor or estate trustee.
We charge fixed, fair fees. Save money, time and grief by getting expert help to do it right the first time.
Probate in Ontario: A Practical Guide.
Hiring an expert will save you time, stress, and money. Learn why.
Our clear process, expert advice, and fair fees reduce the stress, time and cost of probate.
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Inheritance when there is no will (intestacy).
The requirements for a valid will.
When the deceased did not provide for a dependent.
Who gets what when there has been a re-marriage, separation or divorce?
Joint ownership of houses and savings.
Information about finding out what the will says when the executor will not share with family members.
Different ways of owning real estate. Issues for trustees and beneficiaries.
Designation of beneficiaries for TFSAs, RRSPs, RRIFs, pensions and life insurance.
Inheritance by a child under 18 can be complex, especially if there is no Will.
How to handle debts of the deceased and estates that may be bankrupt.
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The role, duties and obligations of executors.
What an executor must do. Downloadable PDF.
Taxes on death: inheritance taxes, income taxes.
Calculating and paying estate administration tax.
What fees are due to the estate trustee?
When the estate has more debt than assets.
The who, why (and why not), when (and when not) and how of releases by beneficiaries of estate trustees.
What you need to know about filing the Estate Information Return.
The duty to account. The format and content accounts. Formal and informal accounts, releases and distributions.
The court process for approving the accounts and actions of the estate trustee. When to pass accounts and who pays for what.
You are not obliged to act but you must be careful not to intermeddle. Information on resignations and successor trustees.
Fixed, fair fees for preparing, passing, and contesting accounts.
CRA releases the trustee from liability: the when, why and how of clearance certificates.
Distributions before receipt of the clearance certificate – possible, and often to be encouraged.
Releases are significant for both trustees and beneficiaries. Understand them before you sign.
We can act as the estate trustee and administer the estate for you. Particularly useful if there is no one suitable to act or there is a dispute among beneficiaries.
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Your rights as a beneficiary and how to enforce them.
Your rights as estate trustee and how to enforce them.
The challenges of will challenges.
Objecting to an executor before their appointment.
Bank accounts and houses made joint with an adult child of the deceased that should have been in the estate?
What to do if the executor is too slow, before or after probate.
When beneficiaries want to micro manage, and disagree with everything the trustee does.
Estate trustees are entitled to fair and reasonable compensation for doing a difficult job properly but not excessive or unreasonable amounts.
Who, what, when and how of passing accounts.
Our fees for preparing, passing and contesting estate accounts.
The costs of litigation and the role of offers to settle.
What it is and why it is so often effective for resolving estate disputes.
The ins and outs of interim releases.
When the executor will not show the will to beneficiaries.
We want to thank you as well as Hala for your services. We were more than pleased with the way you handled our fathers affairs in a timely manner. We do appreciate all you’ve done for us and will recommend your firm to others in the future.
-Susie H.
Applications filed right the first time.
We advise executors and trustees.
Full estate administration, including we act as the executor.
We resolve estate disputes.
We advise you on your rights, and the executor’s obligations.
Cross-border estate issues.
When beneficiaries will not consent.
Disputes about executor compensation.
Extended hours for your convenience. From your home.
We prepare accounts in Court form, and then ‘pass accounts’ before the Courts.
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What our clients say:
I also wanted to thank you for the good advice and help you offered throughout this process. You made everything so much easier for me and engineered an excellent way forward out of the problems I encountered. Thanks again.
– Helmut O.
Many thanks again.I tell everyone I know what a reasonable and very efficient way you conduct business and also that there is no difficulty involved in understanding what the procedure will be and how it will be implemented. Most complaints regarding lawyers (that I’ve heard consistently)revolve around them being unattainable after the initial consultation and throughout the whole process.In other words —-like hiring an answering machine and a receptionist.That has not been the case with you.
– Kate C.
Thank you very much for your very professional and expeditious help with handling my father’s estate.
– Denise G.
WE SERVE ALL OF ONTARIO.
WE CAN MEET YOU AT A LOCATION CONVENIENT FOR YOU.
MAIL & SERVICE: 200-15 FITZGERALD ROAD, OTTAWA, ON, K2H 9G1
4 ROBERT SPECK PARKWAY, 15TH FLOOR, MISSISSAUGA, ON, L4Z 1S1AD
LOCATIONS ACROSS THE GTA AND OTTAWA FOR YOUR CONVENIENCE
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