This is the information that we require from you to prepare an engagement letter, and if you proceed, the Application for a Certificate of Appointment of Estate Trustee for filing with the Court.About you and the estate trustee(s)Your name* First Last Is there a will?*Yes, there is a willNo, there is no willIf there is a will in existence, whether with you or in safe keeping choose "yes". If no will has been found, choose "no"Will you be the/an estate trustee?*Yes, and I am the primary executor named in the willYes, but another named executor has pre-deceased or will renounceYes, but I am not named in the willYes, and I have co-executors who will apply with meNo, I am submitting for someone elseAre you named in the will as an executor? If so, is it you alone or do you have co-executors? If you are not named in the will, will you be acting as the estate trustee or are you submitting this form for someone else?Will you be the/an estate trustee?*Yes, and I am spouse of the deceasedYes, and I am a parent of the deceasedYes, and I am a child of the deceasedYes, but I am not a spouse, parent or child of the deceasedNo, I am submitting for someone elseIn an intestacy, the priority of rights to apply to be the estate trustee is set out by the Succession Law Reform Act. Basically it is spouse (married or common law) then parents, then siblings, with everyone at the same level having the same right.What is your relationship to the deceased?*What is your relationship to them, and why are you applying to act as estate trustee?The total number of estate trustees (include yourself)*Names and addresses of the estate trustees (include yourself if you are one)*Please insert the name and address of all estate trusteesOccupation of the estate trustee(s)*We require an occupation for each trustee. When correct, "retired" is sufficient. Add in this field or the previous field by name and address.Your email - please confirm that you have entered it correctly!* Your phone numberAbout the deceasedName of the deceased* First Last Last residence of the deceased at date of death (where they 'resided', not hospital)* Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Date of birth of the deceased* Date Format: MM slash DD slash YYYY Date of death* Date Format: MM slash DD slash YYYY Death certificateAccepted file types: jpg, gif, png, pdf, txt.If you have a scan of the death certificate, upload it here.Information about the WillWillIf you have an electronic copy of the will, please upload it here. A PDF is preferred, but photos of the pages work tooDo you have an original affidavit of execution of the will?*YesNoI do not know what an affidavit of execution isThis is a sworn satement by one of the two witnesses on the will. You can learn more on our website.Do you have contact information for one of the witnesses to the will?*YesNoIf there is no affidavit of execution, the first option is to try to create one now. For this, we will ultimatley need to contact one of the witnesses to the execution of the will.Real estate assets of the deceasedDid the deceased own real estate in OntarioYesNoHow many pieces of real estate did the deceased own?OneTwoMore than twoFirst property - address and value*Put in the address and value of the propertyValue - based on what? Is there a professional valuation?*Yes, in writingYes, but not in writingNoIs the value based on a professional opinion or advice?Are you certain about title (ownership)Yes, the deceased was the sole ownerYes, it was joint with another personI am not absolutely certain. Please do a title search.Information about other properties*Please add information about the address and value of the additional properties of the deceased. NOTE: you can also use the file upload at the end of the form to upload a fileFinancial assets of the deceasedBank accounts and unregistered investmentsInclude financial institution, account number (if you have it), value on death, and if joint indicate who the other owner is. Note - save time and just upload a statement, belowRegistered investments (RRSP, RRIF, TFSA, LIRA)Include financial institution, account number (if you have it), value on death, and indicate if there were one or more beneficiaries designated. NOTE: save time and just upload statements, belowStatements Drop files here or Upload statements for any financial assets (RRSP, RRIF, TFSA, unregistered investments) if you have themPersonal property of valueList any personal property of value (over $1,000) - vehicles, (cars, RVs, trucks, recreational vehicles) boats, art, jewelry etc.About mortgage debts of the deceasedMortgage or line of credit*YesNoI do not knowDid the deceased have any debt secured against real estate (mortgage or line of credit)Amount of debtHow much did the deceased owe on mortgages or secured lines of credit on death?Mortgage or line of credit statements Drop files here or Attach statements for any mortgages and lines of credit with the death value of the debt, if you have themNon-mortgage debtTell us about the other debts of the deceased. This is required information for a Court order to dispense with a bond - and hence required unless the estate trustee is an executor named in a will and resident in Canada.Non-mortgage debt*List the non-mortgage debts of the deceased. Include income tax arrears. NOTE: you can also use the file upload below to upload statements.Debt information Drop files here or Upload any information you wish including statements about non-mortgage debts of the deceased. Include income tax arrears.Information about the beneficiariesTell us about the beneficiaries named in the will.*Just meMe and one or more other peopleNot me; one or more other peopleNames and address of the beneficiariesList the names and addresses of the beneficiaries other than you (no need to re-insert your name and address). Or, use the file upload below to upload a listAre any beneficiaries minors (under 18)?NoYesAre any adult beneficiaries unable to manage their own finances?NoYesAre the finances of any adult beneficiary managed by a guardian or power of attorney?Upload any other matter Drop files here or Use this field to upload any file - a list of trustee or beneficiaries and their addresses, account statements, mortgages, other debts, wills - anything you have a question aboutNameThis field is for validation purposes and should be left unchanged.