Estate Administration

Total 495 Posts

Estate Trustee Renunciation and Resignation: Accounting Obligations and Liability Considerations

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Today’s Post is by Ashley Thornton, Articling Student, Gowling WLG (Canada) LLP When an estate trustee steps down from their role, whether voluntarily or by removal, they face a critical question: what obligations remain, and what risks do they carry forward? The transition out of a trusteeship is not simply a matter of handing over the keys. In Ontario, departing trustees must navigate procedural requirements, accounting duties, and potential liability….

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Estate Administration, Passing Of Trustees’ and Executors’ Accounts

Planning for the People You Love

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This blog has been written by Latoya Brown, Associate at Fasken LLP Valentine’s Day is often associated with flowers, cards, and grand gestures. But beyond the chocolates and celebrations, February also offers a quieter reminder of what truly matters: the people we care about. It’s an opportunity to pause and reflect on how we show care, not just through gestures or words, but through thoughtful planning and intention for the….

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Estate Administration, Estate Planning, Family Conflict, Power of Attorney, Succession Planning, Wills

Starting With the Obituary

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As an estates law clerk, when I begin work on a new estate administration file, one of the first things I do is read the deceased’s obituary. It isn’t a legal document like the Will, but it often provides valuable background information about the deceased and helpful context about family members.[1] It feels respectful to acknowledge the person behind the file before shifting focus to the legal documents and formal….

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Estate Administration, Funeral Planning, Grief

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

Holiday Reflections: The Importance of Estate and Incapacity Planning

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This blog post was written by Mohena Singh, Associate at Fasken LLP. The holiday season often brings cherished time full of gift exchanges, gatherings with family, and a break from work. Amid the festivities, it’s also an opportune moment to discuss estate and incapacity planning – a topic that, while rarely broached at the dinner table, is vital for protecting your family’s future. The cautionary tale of Vaccaro v. Vaccaro….

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Estate Administration, Estate Litigation, Estate Planning, Wills

Growing Families, Closed Classes: A Primer on Understanding Timing in Estate Gifts

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Today’s post by Brianna Fable-Watson, Articling Student Gowling WLG (Canada) LLP Estate planning documents often use broad phrases such as “to X’s children” “to grandchildren”, or “issue” when making gifts. While convenient, these terms can unintentionally create uncertainty especially when family circumstances change between the signing of the will and the testator’s death. A Common Scenario Rob, a thoughtful and organized individual, drafts his will. In it, he leaves shares….

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Estate Administration
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