Wills

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Electronic Wills in Ontario: Growing Interest, Growing Need, or Growing Concern?

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A few months ago, I was sent this article in the Globe and Mail.[1] The article explores the notion of introducing legislation to legalize electronic wills in Ontario. Although some of us here in the estates and trusts world have experience deducing what the positives and negatives of electronic wills might be, I found the article interesting because it represents an instance where the discussion surrounding electronic wills is making….

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Contested wills, Estate Planning, Wills

Probate Points to Remember – A.K.A. Names and More

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As I have prepared applications for certificates of appointment of estate trustee (“Probate Applications”) over the years, I have kept a list that I call “Probate Points to Remember”.  The purpose of this list is to remind me of how I have handled certain practical matters on Probate Applications.  In today’s blog, I will share some of these tips regarding names, including “also known as” or AKA names. It is….

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Estate Administration and Probate Applications, Wills

The Airing of Grievances

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Thanksgiving 2020 is a time for gratitude and togetherness. It’s a time for us to reflect on the craziness of these past 8 months and to appreciate the things that we have. For others, it’s a time to gather your family around and tell them all the ways they have disappointed you over the past year. I may be confusing that last part with Seinfeld’s Festivus episode, but you can….

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Uncategorized, Wills

You’ve Got Mail – Part One

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Learning that a loved one or friend who has passed away has left a gift for you in their Will, can be expected or in some cases, it can come as a surprise.  You may be entitled to either (i) a legacy which can be in the form of a specific gift of personal property (i.e. a car, painting, jewellery), a gift of cash from a specified source (i.e. TFSA….

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Estate Administration, Estate Administration and Probate Applications, Wills

Road Testing your Estate Plan

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This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management On July 9, 2020, I wrote about the importance of road testing your incapacity plan. I would like to outline a similar road test for your Estate Plan. For most people the cornerstone of their Estate Plan is the Will.  However, when road testing your estate plan, it is not enough to review just your….

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Estate Planning, Executors, Uncategorized, Wills
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