Applying for a Small Estate Certificate

What is a Small Estate?

For many years there was only one way to obtain a Certificate of Appointment of Estate Trustee (often referred to as “probate”). Since April of

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Do I Need A Trust In My Will?

When are trusts most often used in wills? When you are intending to benefit a minor child in your will, you are intending to benefit a person who receives odsp, you want to control what happens to the inheritance after a beneficiary’s death or you want to control the beneficiary’s spending.

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My Will

I Just Signed My Will – Now What?

So, you have just signed your will and powers of attorneys – now what should you do? You have already done the hard work of deciding what you want to do with your estate and finalizing the documents, but there are still some tasks for you tackle

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The Estate Information Return: A Review

Since January 1, 2015, anyone who has been issued a Certificate of Appointment of Estate Trustee has been required to file the Estate Information Return (“EIR”) with the Ministry of Finance within 90 days of the Certificate being issued.As it is now just slightly more than 4 years since this requirement came into play, it seems as good a time as any to reflect on the process and what could be improved.

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2018 has flown by and it is already December! Whether or not you have started (or finished?!) your holiday shopping, we hope this gift guide can help you find something for that difficult-to-buy-for person in your life.

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