The Estate Blog

Scammer Warning – Take Caution – Relatives’ Money

Regrettably, someone has been impersonating me. They have copied my website and changed all contact information. They are sending faxes and emails claiming to be me. Correspondence about money that you receive is not from my office. This is a phishing attempt by scammers for improper purposes….
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How Ontario Distributes Estates Without a Will

My last post gave you tips on handling Ontario estates if there is no will. These are intestate estates. Guess who shares when there is an intestacy? What you learn may encourage you to sign your will. Here is a Simple Example of an Intestate Distribution: When…
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Executor Roadmap: Paying Everyone in The Estate

This is the third and final stage of the Executor Roadmap. Read stage one and stage two.  Step 7: Pay all bills before distributing estate assets. Executors are personally responsible to pay all creditors from estate funds. Income tax clearances protect you from personal liability. Tax returns…
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The Executor Roadmap

Your Simple Guide to Avoiding Costly Mistakes on Your Estate Journey The Executor Roadmap helps you reduce stress, focus your time and efforts. Handling another person’s money puts tremendous responsibility on you. Take heart. Most executors have no experience. But you need professional guidance to complete your…
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What to Expect When You Probate Ontario Estates – Part 2

This is a continuation from Part 1, which you can read here. Estate Court Probate Process The estate court staff review estate court applications. They check for issues and can request extra materials. If mistakes or incomplete information are filed, the process can be delayed. Original documents may…
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