Estates

The role of an estate trustee is to administer the assets of an estate according to the wishes of the deceased individual, while following the laws governing the administration of estates and trusts in Ontario. Here are some key (but not all) of the responsibilities of an estate trustee: More information? We’re here to help […]

When signing a Will, most individuals can complete the process with a standard witness clause, confirming they signed voluntarily in the presence of two witnesses. However, certain situations require additional steps to ensure the Will’s validity. Whether a testator is blind, unable to sign, or has limited English comprehension, it’s crucial to document the signing

It is important to remember that when a loved one has died, the planning of the funeral is something that one should not take lightly. Did the Deceased want to be cremated? Is there a plot already purchased? Should the ashes be scattered? Do we proceed with a religious ceremony? Do we plan a Celebration

You have recently lost a family member or longtime friend who has named you as the Executor in their Will. We have all heard the term ‘Probate’, but the one question that I hear on a regular basis is “What is Probate?” which is usually followed by, “Will we need it?” and “Can you help?”. 

Have you been asked to act as either an Estate Trustee or an Attorney granted by a Power of Attorney for Finance for a family member or friend?   Do you know what you need to do? The first step is to determine the value of the individual’s assets.  The value will need to be determined