Estate Administration and Probate Applications

Total 137 Posts

The “Surprise” Asset – What to Do When You Discover Estate Assets After Probate

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Even with careful record-gathering at the beginning of an estate administration, it is not uncommon for an estate trustee to later discover an additional asset. The estate trustee may think they have prepared a complete list of all the assets owned by the deceased as of the date of death. Then, after the Certificate of Appointment of Estate Trustee (probate grant) (the “Estate Certificate”) is issued, something else turns up…..

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Estate Administration, Estate Administration and Probate Applications, Executors, Probate Tax, Tax Issues, Trustee

Key Findings Relating to the Exercise of Trustee Discretion

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A view over an old stone fence into a cemetary, framed by an abundance of trees in full leaf.

The recent case of Karrow v. Boghosian, 2026 ONSC 2425 (CanLII) is a detailed decision which warrants a thorough review. This blog will focus on the key takeaways from the case, which focussed on the duties of trustees in exercising discretion in administrating a testamentary trust. The applicant estate trustees brought an application to pass their accounts. The respondent Jordan Boghosian (“Jordan”) raised objections to the accounts and maintained that….

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Estate Administration, Estate Administration and Probate Applications, Estate Litigation, Executors, Family Conflict, Passing Of Trustees’ and Executors’ Accounts, Trustee, Trustee Disputes, Trusts, Uncategorized

Estate Trustee Compensation

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Scotiatrust

Taking on the role of an estate trustee can be a difficult one. The tasks typically involve gathering in and managing assets, determining liabilities, and moving the administration of an estate forward until it is time to distribute the net assets to the beneficiaries. While there is a general principle that an estate should be wrapped up within 1 year (also known as the “executor’s year”), completing the administration of….

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Compensation, Courts, Estate Administration, Estate Administration and Probate Applications, Estate Litigation, Trustee, Trustee Compensation

Why Estate Administration Now Feels Like a Never-Ending Series

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Scotiatrust

This blog post was written by: Dave Madan, Senior Manager, Scotiatrust If you have ever watched a true crime documentary or investigative series, you know the familiar structure. A death sets the story in motion. A Will appears. Family members gather, each with their own questions, assumptions, and expectations. By the end of the episode, the mystery is resolved and the estate seems to fall neatly into place before the….

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Estate Administration, Estate Administration and Probate Applications

The Stages of an Estate Administration – Part 1

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Today’s blog was written by Courtney Lanthier, Law Clerk at Fasken. Having worked in this field for over 10 years now, I’ve definitely done my fair share of estate planning, but not nearly enough estate administration. Now, after a long hiatus, I’m stepping back in and starting to notice that things have definitely changed. The process and steps involved in an administration can be overwhelming for those of us working….

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Estate Administration, Estate Administration and Probate Applications, Executors, Practice Management

No Takebacks

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For the average person, the work of an estate trustee can be daunting. Depending on the complexity of the estate, it can be a full-time job unto itself, and it is not uncommon for an estate trustees to renounce their appointment. The case of Chieffallo v. Blair, 2025 ONSC 3411 dealt with an estate trustee who renounced their appointment, then sought to retract their renunciation. Yvone Chieffallo’s Last Will and….

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Estate Administration, Estate Administration and Probate Applications, Executors, Trustee
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