Estates Blog

  • Administration Problems: Delay

    Jul 27, 2017

    In my last entry, I wrote about the “typical” estate administration.  In that entry, I noted that making an interim distribution to the beneficiaries early in the process goes a long way towards ensuring an administration runs smoothly.  Sometimes making such a distribution is not possible in the circumstances of a particular estate, but informing the beneficiaries of the reason for the delay...

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  • The "Typical" Estate Administration

    Jun 20, 2017

    When I meet with disgruntled beneficiaries, the most complaint that I hear is “The executor is taking too long to make a distribution to me and finalize the estate.”  In a future entry, I will write about how I might help a beneficiary deal with this sort of complaint.  In this entry, however, I will address how we help executor clients avoid ever getting this complaint from their...

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  • Administration of an Intestacy

    Jun 7, 2017

    Dying without a Will in Ontario (also known as tying “intestate”) does not make an estate impossible to administer.  It does, however, present an extra set of challenges that must be addressed at two stages: The Application for the Certificate of Appointment (also known as the “probate application”) and the distribution of the estate.


    Estate Trustee

    The first...

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  • The Importance of Powers of Attorney

    May 24, 2017

    In my last several entries, I’ve discussed the importance of having a Will, reviewing your Will regularly, and hiring a lawyer to assist you.  A Will,...

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  • How often should I update my Will?

    May 17, 2017

    After clients have finally come into the office and had a Will prepared, their next question is frequently “How often do I have to update the Will?”

    I’m happy to see clients as often as they want.  But practically speaking, I tell clients that they should review their documents on their own every couple of years to make sure the Wills they signed still reflect their wishes.  Beyond that...

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