Information required for probate

1. Original signed will if available, or confirmation that the deceased died without a will

2. Death Certificate

3. Information about the deceased person:

• full name (including middles names) of the deceased
• date of death
• last address of the deceased
• occupation or former occupation of the deceased

4. Information about the proposed executors:

• full name (including middles names) of each proposed executor
• relationship of each executor to the deceased
• occupation or former occupation of each executor
• address, phone number and email address of each executor

5. Information about deceased person’s relatives: for each living child, sibling and parent provide:

• full names (including middles names) of each living child, sibling and parent
• relationship of each of the above relatives to the deceased
• occupation or former occupation of each of the above relatives
• address, phone number and email address of each of the above relatives
• confirmation as to whether any of the above relatives are mentally incapacitated

6. Information about the estate:

• full list of assets (required for small estates)
• approximately value of each asset (bank accounts, investments, automobiles, property, etc. – required to calculate Estate Administration Tax)
• information regarding pensions (if applicable)
• confirmation of CPP payments (amount and when last payment was received)