Advice to Executors and Trustees

What Is a Formal Application to Pass Accounts?

Estate trustees, attorneys for property, guardians of property and trustees of a trust (collectively referred to here as “fiduciaries”) are all obligated to keep detailed records, or accounts, of their management of assets. Fiduciaries can be compelled to pass accounts by those with an interest in the trust property or by those with a close

Advice to Executors and Trustees, Contested Passing of Accounts, Estate Administration, Estate Litigation, Passing of Accounts

I do not like the estate trustee/executor – can I get rid of them?

Can you apply for the removal of the estate trustee? Section 37(3) of the Trustee Act provides the court with legislative authority to grant an order removing an estate trustee upon the application of: -any executor or administrator desiring to be relieved from the duties of the office, or -any executor or administrator complaining of

Advice to Beneficiaries, Advice to Executors and Trustees, Court Applications to Remove an Executor / Estate Trustee, Estate Administration, Estate Litigation, Trusts

Does a Joint Bank Account Go to the Survivor or the Estate?

The Law of Resulting Trusts What happens to jointly owned assets following the death of one of the joint owners? In the normal course, full ownership passes to the surviving owner.[1] However, this result may seem unfair where only one of the owners paid for the property or, in the case of bank accounts, only

Advice to Beneficiaries, Advice to Executors and Trustees, Estate Administration, Estate Litigation, Forms of Relief, Joint Assets, Legal Opinions on Estate Administration, Other Claims & Remedies Against Estates

My Sister Died Without a Will – What Happens Now?

A will allows an individual to decide in advance who will administer her estate and who will receive her assets when she dies. Testamentary freedom is guaranteed to all Canadians, meaning we are free to choose who will benefit from our estates: family members, friends, pets, charities, or our favourite sports team. (Note that most

Advice to Beneficiaries, Advice to Executors and Trustees, Estate Administration, Estate Planning, Other Claims & Remedies Against Estates, Probate
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