Estates &  Probate

When hiring an estates lawyer in Toronto, you probably have a goal in mind. It may relate to dealing with an estate,  challenging a will, or getting the legal authority to act as executor.

We can help. Whether you're an executor, beneficiary, or family member, we guide you through probate and estate matters with clarity and care. Call us now to speak with a probate lawyer and  determine the legal steps you must take to achieve your objective in estates litigation, probate, or administration.

To learn more about our approach, check out our three step process, which is designed to simplify give direction to what can sometimes feel overwhelming.  

Estates Briefings

A couple meeting with a professional to review estate documents — estate trustees in Ontario have a legal duty to administer the estate promptly, accurately, and in the interests of all beneficiaries.
Your First Steps as an Executor in Ontario: An Essential Checklist

Being named as an executor (now called an "estate trustee" in Ontario) is an honour that reflects someone's trust in you. But when that person passes away, you may feel overwhelmed about where to start.This checklist walks you through the immediate priorities in the days and weeks following a death, helping you navigate this difficult time with clarity and confidence.

Keys and personal effects left behind — dying without a will in Ontario means the province's intestacy rules determine how your estate is distributed.
Administering an Intestate Estate in Ontario - A Practical Guide

‍If you've been asked to administer an estate where the deceased died without a valid will, you face a more complicated process than handling an estate with a will. This guide explains what you need to know.

Financial records and accounting documents on a desk — estate trustees in Ontario face personal liability if they fail to keep accurate accounts or distribute the estate incorrectly.
Assets That Pass Outside Your Estate: What Ontario Executors Need to Know

One of the most confusing aspects of estate administration is understanding which assets actually form part of the estate requiring probate, and which pass directly to beneficiaries outside the estate process.

Financial documents and tax forms on a desk — probate in Ontario is the court process by which an estate trustee is formally appointed and authorized to administer the estate.
Do You Really Need Probate? Understanding Certificates of Appointment in Ontario

If you've been named as an estate trustee in someone's will, you're probably wondering: do I actually need to go through probate? The answer isn't always straightforward, and understanding when you need a Certificate of Appointment of Estate Trustee can save you both time and money.

Last Will and Testament documents laid out — challenging a will in Ontario requires legal grounds such as lack of testamentary capacity, undue influence, or improper execution.
Estates Litigation

To challenge a will, you need to file a lawsuit in the Superior Court of Justice for Ontario. This court handles matters related to the administration of estates. The specific legal steps for challenging a will vary depending circumstances of the case.

Dying Without a Will in Ontario - Who Inherits Your Estate?

The word “intestate” means a situation where someone has died without a will. In Ontario, Part II of the Succession Law Reform Act determines the distribution of your assets and sets out the laws of intestacy.

Financial documents and tax forms on a desk — probate in Ontario is the court process by which an estate trustee is formally appointed and authorized to administer the estate.
How to Apply for Probate in Ontario: A Plain-Language Guide

“Letters of Probate” means a legal document issued by a court that proves the validity of a will. it also appoints an executor (often a person named in the will). The Government of Ontario now calls Letters of Probate a “Certificate of Appointment of Estate Trustee (with a will).” The two terms mean the same thing. The Government simply changed the name of “letters of probate” to do away with the Latin term “probate” (which means to “test or prove”).

A fountain pen resting on a handwritten document — creating a valid will in Ontario requires proper execution including witnesses and testamentary capacity.
Create a Will in Ontario: Why a Lawyer Makes the Difference

So you have decided to write a will. This is an important step in planning for the future. A well drafted will takes care of loved ones long after you pass away. However, many people make the mistake of attempting to draft their own will without the guidance of a lawyer. This can lead to a number of problems, and ultimately, can cause more harm than good. Below are some of the reasons why you should hire a lawyer to draft your will.

Please note: The information in these briefings is general guidance, not legal advice specific to your situation. Estate planning depends on your particular assets, family dynamics, tax considerations, and personal wishes—details that make your estate plan unique to you.

These briefings are designed to help you understand your options. For advice about your specific circumstances, give us a call.