multiple wills

Multiple wills – potential benefits for clients with assets in multiple jurisdictions

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This blog was written by Pius Omene, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management The multiple wills strategy is a popular approach recommended by estate planning experts –especially in Ontario and British Columbia where it received judicial approval – and particularly for those who own private company shares. The strategy has been extensively explored in previous blog posts and one of these posts alluded….

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Multiple Wills – More than just business owners

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This blog was written by Justin Ecclestone, Estate and Trust Consultant with Scotia Wealth Management The Multiple Wills strategy in Ontario often comes to mind when providing estate planning advice to successful business owners with private company shares. When speaking with business owners the benefit of the strategy is quite clear – save probate fees. It is important not to overlook this strategy for those without a business as it….

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A Roadblock for Multiple Wills

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Today’s blog was written by Justin W. de Vries and Jacob Kaufman A will need not be probated. The power of an estate trustee derives from the will itself. However, in certain cases, a grant of probate (now awkwardly called a certificate of appointment of estate trustee with a will) is needed and the estate trustee will have no choice but to apply for probate and to pay the accompanying….

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