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Posting a Surety Bond for Probate

Posting a Surety Bond for Probate Probate is the legal process for getting a Court order appointing you as the 'estate trustee' of the estate of the deceased. Remember, it is extremely important to identify what assets actually "fall into…

What Is The Passing Of Accounts?

What is the Passing of Accounts?

What is the Passing of Accounts? A passing of accounts is the formal process of getting a Court to pass the accounts of the estate trustee. A passing of accounts is a particular type of litigation and is governed by…

The CRA And Clearance Certificates

The CRA and Clearance Certificates

The CRA and Clearance Certificates Clearance certificates from CRA are an important but not well-understood aspect of estate administration. A clearance certificate is a formal legal document from the Canada Revenue Agency that confirms that no taxes are due up…

Estate Trustee Outside Of Ontario

Estate Trustee outside of Ontario

Estate Trustee outside of Ontario Can someone who lives outside Ontario act as the trustee of an Ontario estate?  If there is a Will, then Yes. Should they?  Maybe. No Will: Trustee Residence Requirements When there is no Will, the…

What is an Estate Release?

What is an Estate Release? When one navigates the waters of estate management, understanding the paperwork involved is crucial, especially the estate release—a document at the very heart of ensuring a fair and undisputed transfer of assets. This exploration is…

DIY Probate And The Costs Of Delaying

DIY Probate and the Costs of Delaying

DIY Probate and the Costs of Delaying Handling DIY probate applications and estate matters involves more than meets the eye. Delays in these processes can have substantial financial consequences. This exploration will delve into the intricate web of financial consequences…

Why Clearance Certificates Are Useful

Why Clearance Certificates are Useful

Why Clearance Certificates are Useful In the intricate world of financial rules and estate management, clearance certificates step into the limelight, bridging the gap between individuals, estates, and the Canada Revenue Agency (CRA). These certificates are like financial guardians, confirming…

How To Defer Estate Tax

How to defer Estate Tax

How to defer paying Estate Administration Tax This post is about how an estate trustee can defer paying the estate administration tax (EAT) due in Ontario that is due in order to probate an estate. It is not about estate…

Non-Resident Executors Outside Of Ontario

Non-Resident Executors outside Ontario

Non-Resident Executors Executors who live outside of Ontario for an Ontario Estate present challenges.  However, with proper advice, these are usually not insurmountable.  An executor named in a will who does not live in Ontario should consider their rights and…

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