As the trustee or executor of an estate, you want to ensure your spouse, friend, or family member’s wishes regarding the disposal of assets are respected. Carrying out the tasks involved in an estate can be overwhelming and confusing, particularly if the experience is new to you. We can help you manage the estate efficiently and legally.
Many financial institutions require that a Certificate of Estate Trustee (with or without a Will) be granted to an executor to legally appoint them as estate trustee. The certificate will help the administration of the estate run smoothly; however, it is not always mandatory.
Please contact our office to determine if you need to apply for this certificate from the Ontario Superior Court of Justice. We can also determine whether the estate requires any documents be filed with the court and can assist you in this process.