Karen Watters

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Karen is a senior estates litigator who represents clients in a variety of proceedings including will challenges, dependant’s relief claims, guardianship applications, and powers of attorney disputes. Karen obtained her law degree from Queen’s University and was called to the Ontario Bar in 2011. More of Karen's blogs can be found at https://devrieslitigation.com/author/kwatters/

Removal of Estate Trustees Upheld by Ontario Court of Appeal

In MacBeth Estate v. MacBeth, 2025 ONCA 360 CanLII (“MacBeth Estate”) the lower court’s decision was affirmed by the Ontario Court of Appeal. The appellants appealed the lower court’s decision on the basis that the motion judge (i) erred in denying the appellants an adjournment; (ii) erred in removing them as estate trustees; and (iii) erred in permitting a holdback of only $50,000 (the estate trustees argued for a much….

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Costs, Estate Administration

Proposed Changes to the Ontario Rules of Civil Procedure

The Ontario Rules of Civil Procedure may be dramatically changed. In January 2024, the Civil Rules Review (the “CRR”) was launched. The mandate of the CRR is extensive: to “conduct a comprehensive and complete review of the Rules and identify, through consultation, areas where targeted changes to the Rules would increase efficiency and access to justice for Ontarians, reduce complexity and costs, maximize the effective use of court resources, reduce….

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The Importance of Pleadings and the Test for a Stay Pending Appeal

In the recent Ontario Court of Appeal case of Leith v. Leith Estate, 2024 ONCA 863 (CanLII), the Court heard two motions before it.  The appellant is the spouse of the deceased.  In the lower court the spouse argued that she was entitled to an equalization payment as the deceased did not adequately provide for her in his will.  The spouse’s right to an equalization payment was not disputed.  For….

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Don’t Take It For Granted: Court has Inherent Jurisdiction to Refuse Grant of Probate

The court has an inherent jurisdiction to refuse an appointment of an estate trustee even where the application is unopposed.  This inherent jurisdiction was affirmed by the Ontario Court of Appeal in James Estate (Re), 2024 ONCA 623, when it upheld the lower court’s decision to refuse an application for a certificate of appointment of estate trustee (“CAET”).  In James Estate, the appellant brought his application for a CAET with….

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Estate Litigants Take Note: Interest on Litigation Loans Are Recoverable

Litigation is not cheap.  Some litigants have little choice but to fund the litigation through loans provided by litigation lending companies.  While litigation loans may be more common in certain practice areas, such as personal injury, it is possible to obtain this type of loan for estate litigation. This is precisely what the applicant did in Drennan v Drennan, 2024 ONSC 3905 (CanLII) (“Drennan”), a recently reported decision of Justice….

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Indemnification of Estate Trustees and Blended Costs Awards: A Refresher

A party needs leave to appeal when it is appealing only a costs decision. Leave was granted in the case of Pletch v. Pletch Estate, 2024 ONSC 1411 (CanLII) (Ont. Div. Crt) (“Pletch Estate”), where an estate trustee was not awarded any costs of the application.  In Pletch Estate the deceased died without a will. He had three children from his first marriage, two of whom were minors, and another….

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